This page tracks Boundless Plain Holdings Ltd’s institutional portfolio moves as disclosed in SEC Form 13F filings, updated every quarter as new filings become public. Rather than a one-time snapshot, it’s meant to be a running record of how this fund has repositioned its holdings over time, filing by filing.
During the quarter ending 2026-06-30, Boundless Plain Holdings Ltd made several notable changes across technology, semiconductor, and digital asset-adjacent names. The fund opened new positions in Micron Technology Inc (MU) worth $61,567,152 and SanDisk Corp (SNDK) worth $182,623,720, marking meaningful new exposure to memory and storage chipmakers. It also opened a smaller new position in CleanSpark Inc (CLSK) worth $6,251,335, which was later increased by 71% to $10,688,241 within the same reporting period.
Positions Exited This Quarter
Boundless Plain Holdings Ltd exited several holdings entirely during the quarter ending 2026-06-30. This included Nvidia Corporation (NVDA), previously worth $22,440,920, Bitmine Immersion Tecnologie at $13,354,981, Robinhood Mkts Inc at $7,847,104, and Sharplink Gaming Inc at $5,879,878. Filings also show Taiwan Semiconductor Manufac and Citigroup Inc (C) each being exited and then reopened at the same dollar value ($11,314,566 and $4,282,967 respectively) within the same period, which can reflect adjustments in how a position was recorded across the filing. Tesla Inc (TSLA) shows a more dynamic pattern: an existing position was exited at $25,040,708, while a separate entry shows the position being increased by 23% from $20,314,303 to $25,040,708 — together illustrating an active quarter for TSLA in the fund’s filings.
Position Adjustments
Beyond new positions and exits, Boundless Plain Holdings Ltd trimmed and added to a number of existing stakes. PDD Holdings Inc (PDD) was reduced twice, first by 10% from $146,812,043 to $132,297,862, then by 25% to $98,763,759. Bloom Energy Corp (BE) was increased by 216%, growing from $9,772,623 to $30,858,752. Bullish (BLSH) was cut sharply, down 85% to $785,274 from $5,089,312. Smaller trims were made to Dingdong Cayman Ltd (DDL), down 25% to $15,418,772, and Waterdrop Inc (WDH), down 29% to $12,978,538.
Together, these moves show a quarter where Boundless Plain Holdings Ltd leaned into semiconductor and storage names while paring back positions in Chinese e-commerce, fintech, and crypto-adjacent holdings. Future filings will be added here as they’re disclosed, building an ongoing record of the fund’s positioning over time — useful context for anyone comparing this fund’s activity to other closely watched portfolios, from Warren Buffett’s latest stock picks to Michael Burry’s portfolio shifts.
Related ticker coverage
- MU — all coverage →
- SNDK — all coverage →
- TSLA — all coverage →
- NVDA — all coverage →
- BE — all coverage →
- PDD — all coverage →
- CLSK — all coverage →
- DDL — all coverage →
- WDH — all coverage →
- BLSH — all coverage →
- C — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.