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Discovery Value Fund

SEC CIK
0001750451
Latest filing
Aug 10, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
20
−2 vs. Q2 2021
Portfolio value
$3.41B
−$284.4M (−7.7%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Discovery Value Fund in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
DASHDoorDash, Inc.Stock4,234,571$872.2M25.6%−116,969−2.7%ReducedHistory
SHOPShopify Inc.Stock469,612$636.7M18.7%−56,228−10.7%ReducedHistory
RBLXRoblox CorpStock7,079,553$534.9M15.7%−463,640−6.1%ReducedHistory
SESea LtdSPONSORD ADS1,310,421$417.7M12.3%+198,381+17.8%AddedHistory
TDOCTeladoc Health, Inc.COM2,151,799$272.9M8.0%−173,400−7.5%ReducedHistory
NTLAIntellia Therapeutics, Inc.COM922,411$123.7M3.6%−7,258−0.8%ReducedHistory
COUPCoupa Software IncCOM482,582$105.8M3.1%−173,785−26.5%ReducedHistory
ALBAlbemarle CorpStock460,671$100.9M3.0%+460,671NewHistory
COINCoinbase Global, Inc.COM CL A419,571$95.4M2.8%−9,850−2.3%ReducedHistory
LILi Auto Inc.SPONSORED ADS2,423,499$63.7M1.9%−162,306−6.3%ReducedHistory
TSLATesla, Inc.Stock61,993$48.1M1.4%−21,520−25.8%ReducedHistory
LACLithium Americas Corp.COM NEW1,891,151$42.2M1.2%+1,891,151NewHistory
APIAgora, Inc.ADS1,045,574$30.3M0.9%−307,929−22.8%ReducedHistory
EDITEditas Medicine, Inc.COM483,380$19.9M0.6%−33,800−6.5%ReducedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT169,071$18.9M0.6%−17,000−9.1%ReducedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B146,165$7.85M0.2%+146,165NewHistory
RLXRLX Technology Inc.SPONSORED ADS1,690,809$7.64M0.2%−2,048,203−54.8%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR68,240$7.62M0.2%00.0%UnchangedHistory
NBPNovaBridge BiosciencesSPONSORED ADS20,800$1.51M<0.1%+20,800NewHistory
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR12,131$556.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2021 (6)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Discovery Value Fund sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
BEKEKE Holdings Inc.SPONSORED ADS668,009$31.9M0.9%History
TALTAL Education GroupSPONSORED ADS223,100$5.63M0.2%History
BABAAlibaba Group Holding LtdADR7,300$1.66M<0.1%History
IOVAIovance Biotherapeutics, Inc.COM35,437$922.0K<0.1%History
XYZBlock, Inc.CL A3,500$853.0K<0.1%History
LXLexinFintech Holdings Ltd.ADR64,362$788.0K<0.1%History