Boundless Plain Holdings Ltd 13F 持仓 · 2026年Q2
Boundless Plain Holdings 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 11 只证券，申报市值合计 4.32 亿美元。前几大持仓：SNDK（42.31%）、PDD（22.88%）、MU（14.26%）。本季前 25 大持仓中：新建仓 2 只、增持 1 只、清仓 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SNDK | SANDISK CORP | $182.6M | 42.31% | 80,319 | 新建仓 |
| 2 | PDD | PDD HOLDINGS INC | $98.8M | 22.88% | 1.3M | 持平 |
| 3 | MU | MICRON TECHNOLOGY INC | $61.6M | 14.26% | 53,346 | 新建仓 |
| 4 | BE | BLOOM ENERGY CORP | $30.9M | 7.15% | 101,945 | 增持 |
| 5 | DDL | DINGDONG CAYMAN LTD | $15.4M | 3.57% | 8.0M | 持平 |
| 6 | WDH | WATERDROP INC | $13.0M | 3.01% | 11.5M | 持平 |
| 7 | CLSK | CLEANSPARK INC | $10.7M | 2.48% | 734,587 | 持平 |
| 8 | GOOGL | ALPHABET INC | $8.8M | 2.03% | 24,500 | 持平 |
| 9 | ZKH | ZKH GROUP LTD | $5.4M | 1.26% | 2.4M | 持平 |
| 10 | YMM | FULL TRUCK ALLIANCE CO LTD | $4.1M | 0.95% | 510,383 | 持平 |
| 11 | SUPX | SUPERX AI TECHNOLOGY LTD | $431,176 | 0.10% | 53,897 | 持平 |
| 12 | BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | 清仓 |
| 13 | BLSH | BULLISH | $0 | 0.00% | 0 | 清仓 |
| 14 | BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | 清仓 |
| 15 | BZ | KANZHUN LIMITED | $0 | 0.00% | 0 | 清仓 |
| 16 | C | CITIGROUP INC | $0 | 0.00% | 0 | 清仓 |
| 17 | MSTR | STRATEGY INC | $0 | 0.00% | 0 | 清仓 |
| 18 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | 清仓 |
| 19 | SBET | SHARPLINK GAMING INC | $0 | 0.00% | 0 | 清仓 |
| 20 | SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | 清仓 |
| 21 | TSLA | TESLA INC | $0 | 0.00% | 0 | 清仓 |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | 清仓 |
| 23 | UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | 清仓 |
| 24 | UUUU | ENERGY FUELS INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR