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Discovery Value Fund

SEC CIK
0001750451
Latest filing
Aug 10, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 10, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
15
−5 vs. Q3 2021
Portfolio value
$2.72B
−$689.0M (−20.2%) vs. Q3 2021
Filed
Feb 10, 2022
SEC
Holdings of Discovery Value Fund in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
RBLXRoblox CorpStock6,127,271$632.1M23.2%−952,282−13.5%ReducedHistory
SHOPShopify Inc.Stock399,795$550.7M20.2%−69,817−14.9%ReducedHistory
DASHDoorDash, Inc.Stock3,439,050$512.1M18.8%−795,521−18.8%ReducedHistory
SESea LtdSPONSORD ADS1,499,999$335.6M12.3%+189,578+14.5%AddedHistory
TDOCTeladoc Health, Inc.COM2,163,209$198.6M7.3%+11,410+0.5%AddedHistory
NTLAIntellia Therapeutics, Inc.COM990,752$117.1M4.3%+68,341+7.4%AddedHistory
ASANAsana, Inc.CL A1,308,584$97.6M3.6%+1,308,584NewHistory
ALBAlbemarle CorpStock398,849$93.2M3.4%−61,822−13.4%ReducedHistory
TSLATesla, Inc.Stock63,995$67.6M2.5%+2,002+3.2%AddedHistory
LACLithium Americas Corp.COM NEW1,845,765$53.7M2.0%−45,386−2.4%ReducedHistory
COUPCoupa Software IncCOM152,440$24.1M0.9%−330,142−68.4%ReducedHistory
COINCoinbase Global, Inc.COM CL A85,570$21.6M0.8%−334,001−79.6%ReducedHistory
EDITEditas Medicine, Inc.COM483,380$12.8M0.5%00.0%UnchangedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT31,637$2.40M0.1%−137,434−81.3%ReducedHistory
APIAgora, Inc.ADS11,268$183.0K<0.1%−1,034,306−98.9%ReducedHistory

Sold out since Q3 2021 (6)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Discovery Value Fund sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
LILi Auto Inc.SPONSORED ADS2,423,499$63.7M1.9%History
SQMChemical & Mining Co of Chile IncSPON ADR SER B146,165$7.85M0.2%History
RLXRLX Technology Inc.SPONSORED ADS1,690,809$7.64M0.2%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR68,240$7.62M0.2%History
NBPNovaBridge BiosciencesSPONSORED ADS20,800$1.51M<0.1%History
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR12,131$556.0K<0.1%History