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Discovery Value Fund

SEC CIK
0001750451
Latest filing
Aug 10, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
3
0 vs. Q1 2025
Portfolio value
$51.6M
−$18.9M (−26.8%) vs. Q1 2025
Filed
Aug 12, 2025
SEC
Holdings of Discovery Value Fund in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock224,434$35.5M68.7%−105,231−31.9%ReducedHistory
DASHDoorDash, Inc.Stock56,722$14.0M27.1%−111,728−66.3%ReducedHistory
NTLAIntellia Therapeutics, Inc.COM228,701$2.15M4.2%−332,860−59.3%ReducedHistory