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Discovery Value Fund

SEC CIK
0001750451
Latest filing
Aug 10, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
3
0 vs. Q2 2025
Portfolio value
$56.0M
+$4.42M (+8.6%) vs. Q2 2025
Filed
Nov 13, 2025
SEC
Holdings of Discovery Value Fund in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock196,341$36.6M65.4%−28,093−12.5%ReducedHistory
DASHDoorDash, Inc.Stock56,722$15.4M27.5%00.0%UnchangedHistory
NTLAIntellia Therapeutics, Inc.COM228,701$3.95M7.1%00.0%UnchangedHistory