Boundless Plain Holdings
Boundless Plain Holdings reported 11 stocks worth $432M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are SNDK (42.3%), PDD (22.9%) and MU (14.3%). Compared with Q1 2026, the fund opened new positions in SNDK and MU, added to BE and sold out of TSLA, NVDA and BMNR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SNDK Sandisk Corp | $183M | 42.3% | 80K | New position | 1 of 3 | |
| 2 |  PDD Pdd Holdings Inc | $98.8M | 22.9% | 1.3M | No change | 3 of 3 | |
| 3 |  MU Micron Technology Inc | $61.6M | 14.3% | 53K | New position | 1 of 3 | |
| 4 |  BE Bloom Energy Corp | $30.9M | 7.2% | 102K | +30K (+41%) | 3 of 3 | |
| 5 |  DDL Dingdong Cayman Ltd F | $15.4M | 3.6% | 8M | No change | 3 of 3 | |
| 6 |  WDH Waterdrop Inc | $13M | 3.0% | 11.5M | No change | 3 of 3 | |
| 7 |  CLSK Cleanspark Inc | $10.7M | 2.5% | 735K | No change | 2 of 3 | |
| 8 |  GOOGL Alphabet Inc | $8.8M | 2.0% | 25K | No change | 3 of 3 | |
| 9 |  ZKH Zkh Group Ltd | $5.4M | 1.3% | 2.4M | No change | 3 of 3 | |
| 10 |  YMM Full Truck Alliance Co Ltd | $4.1M | 0.9% | 510K | No change | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TSLA Tesla Inc | $25M | 67K |
 NVDA Nvidia Corporation | $22.4M | 129K |
 BMNR Bitmine Immersion Tecnologie | $13.4M | 675K |
 TSM Taiwan Semiconductor Mfg Ltd | $11.3M | 33K |
 SBET Sharplink Gaming Inc | $5.9M | 912K |
🔒 Free account: see all 13.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Boundless Plain Holdings 13F FAQ
What does Boundless Plain Holdings own?
Boundless Plain Holdings reported 11 stocks worth $432M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are SNDK (42.3%), PDD (22.9%) and MU (14.3%). The table above lists every position in the filing (the top 10 without an account).
What did Boundless Plain Holdings buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 1 added to, 0 trimmed and 13 sold out. New positions include SNDK and MU. It sold all of TSLA, NVDA and BMNR.
When will Boundless Plain Holdings file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Boundless Plain Holdings's portfolio worth?
The Q2 2026 filing reports $432M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.