Boundless Plain Holdings Ltd
•CIK: 2108192•Filing: Q4 2025
**Boundless Plain Holdings Ltd** manages $314M across a concentrated portfolio of 19 positions. The fund exhibits significant conviction in technology and growth names, with its largest holding at PDD at $146.8M. Further notable allocations include substantial positions in NVDA ($24.0M) and WDH ($21.9M). This structure suggests a high-conviction, large-cap growth mandate.
Total AUM
$313.6M
QoQ Performance
N/A
Positions
19
Top 10 Concentration
90.0%
Latest Filing
Q4 2025
Top Holdings Allocation
PDD
NVDA
WDH
TSLA
DDL
BMNR
PDD46.8%
NVDA7.7%
WDH7.0%
TSLA6.5%
DDL6.3%
BMNR5.4%
ZKH2.8%
SBET2.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other83.4%
Technology10.1%
Consumer6.5%