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Discovery Value Fund

SEC CIK
0001750451
Latest filing
Aug 10, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
4
−3 vs. Q4 2022
Portfolio value
$198.5M
−$146.7M (−42.5%) vs. Q4 2022
Filed
May 12, 2023
SEC
Holdings of Discovery Value Fund in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
DASHDoorDash, Inc.Stock1,648,516$104.8M52.8%−1,451,100−46.8%ReducedHistory
SESea LtdSPONSORD ADS795,451$68.8M34.7%−1,268,946−61.5%ReducedHistory
NTLAIntellia Therapeutics, Inc.COM561,561$20.9M10.5%−11,389−2.0%ReducedHistory
TDOCTeladoc Health, Inc.COM153,398$3.97M2.0%−803,232−84.0%ReducedHistory

Sold out since Q4 2022 (3)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Discovery Value Fund sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
TSLATesla, Inc.Stock194,124$23.9M6.9%History
LACLithium Americas Corp.COM NEW1,017,535$19.3M5.6%History
ALBAlbemarle CorpStock3,317$719.3K0.2%History