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Discovery Value Fund

SEC CIK
0001750451
Latest filing
Aug 10, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 10, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
7
−1 vs. Q2 2022
Portfolio value
$398.6M
−$79.3M (−16.6%) vs. Q2 2022
Filed
Nov 10, 2022
SEC
Holdings of Discovery Value Fund in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
DASHDoorDash, Inc.Stock3,099,616$153.3M38.5%+79,871+2.6%AddedHistory
SESea LtdSPONSORD ADS2,057,808$115.3M28.9%+26,353+1.3%AddedHistory
ALBAlbemarle CorpStock154,523$40.9M10.3%00.0%UnchangedHistory
NTLAIntellia Therapeutics, Inc.COM584,483$32.7M8.2%00.0%UnchangedHistory
LACLithium Americas Corp.COM NEW1,046,583$27.5M6.9%+3,417+0.3%AddedHistory
TDOCTeladoc Health, Inc.COM976,153$24.7M6.2%00.0%UnchangedHistory
TSLATesla, Inc.Stock15,864$4.21M1.1%00.0%UnchangedConverted for a 3-for-1 splitHistory

Sold out since Q2 2022 (1)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Discovery Value Fund sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
SHOPShopify Inc.Stock920,187$28.7M6.0%History