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Discovery Value Fund

SEC CIK
0001750451
Latest filing
Aug 10, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 12, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
22
+4 vs. Q1 2021
Portfolio value
$3.69B
+$636.3M (+20.8%) vs. Q1 2021
Filed
Aug 12, 2021
SEC
Holdings of Discovery Value Fund in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
DASHDoorDash, Inc.Stock4,351,540$776.0M21.0%+274,149+6.7%AddedHistory
SHOPShopify Inc.Stock525,840$768.2M20.8%−131,077−20.0%ReducedHistory
RBLXRoblox CorpStock7,543,193$678.7M18.4%+6,025,418+397.0%AddedHistory
TDOCTeladoc Health, Inc.COM2,325,199$386.7M10.5%+11,852+0.5%AddedHistory
SESea LtdSPONSORD ADS1,112,040$305.4M8.3%−163,600−12.8%ReducedHistory
COUPCoupa Software IncCOM656,367$172.0M4.7%−759,658−53.6%ReducedHistory
NTLAIntellia Therapeutics, Inc.COM929,669$150.5M4.1%+783,179+534.6%AddedHistory
COINCoinbase Global, Inc.COM CL A429,421$108.8M2.9%+429,421NewHistory
LILi Auto Inc.SPONSORED ADS2,585,805$90.3M2.4%−4,788,504−64.9%ReducedHistory
APIAgora, Inc.ADS1,353,503$56.8M1.5%−144,910−9.7%ReducedHistory
TSLATesla, Inc.Stock83,513$56.8M1.5%−4,784−5.4%ReducedHistory
RLXRLX Technology Inc.SPONSORED ADS3,739,012$32.6M0.9%−943,410−20.1%ReducedHistory
BEKEKE Holdings Inc.SPONSORED ADS668,009$31.9M0.9%−927,488−58.1%ReducedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT186,071$30.1M0.8%+186,071NewHistory
EDITEditas Medicine, Inc.COM517,180$29.3M0.8%+351,280+211.7%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR68,240$8.20M0.2%+68,240NewHistory
TALTAL Education GroupSPONSORED ADS223,100$5.63M0.2%+223,100NewHistory
BABAAlibaba Group Holding LtdADR7,300$1.66M<0.1%+7,300NewHistory
IOVAIovance Biotherapeutics, Inc.COM35,437$922.0K<0.1%+31,893+899.9%AddedHistory
XYZBlock, Inc.CL A3,500$853.0K<0.1%+3,500NewHistory
LXLexinFintech Holdings Ltd.ADR64,362$788.0K<0.1%00.0%UnchangedHistory
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR12,131$680.0K<0.1%00.0%UnchangedHistory

Sold out since Q1 2021 (2)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Discovery Value Fund sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
PTONPeloton Interactive, Inc.CL A COM1,348,903$151.7M5.0%History
MRNAModerna, Inc.Stock10,400$1.36M<0.1%History