Boundless Plain Holdings Ltd
Top Portfolio Positions
22 positions ·
$304,074,100 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
1,294,753 | $132,297,861 | 43.51% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
67,359 | $25,040,708 | 8.24% |
| NVDA |
Nvidia Corp
Technology
|
128,675 | $22,440,920 | 7.38% |
| DDL |
Dingdong (Cayman) Ltd
Consumer Defensive
|
7,989,001 | $20,531,732 | 6.75% |
| WDH |
Waterdrop Inc.
Financial Services
|
11,485,432 | $18,606,399 | 6.12% |
| BMNR |
Bitmine Immersion Technologies, Inc.
Financial Services
|
675,176 | $13,354,981 | 4.39% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
33,480 | $11,314,566 | 3.72% |
| BE |
Bloom Energy Corp
Industrials
|
72,128 | $9,772,622 | 3.21% |
| ZKH |
ZKH Group Ltd
Consumer Cyclical
|
2,397,979 | $7,098,017 | 2.33% |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,500 | $7,045,220 | 2.32% |
Portfolio Trend
Holdings in PDD
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,297,861 | 1,294,753 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $146,812,042 | 1,294,753 | Shares | Defined | 2026-02-09 | |
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