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Discovery Value Fund

SEC CIK
0001750451
Latest filing
Aug 10, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
1
−1 vs. Q4 2025
Portfolio value
$34.7M
−$2.81M (−7.5%) vs. Q4 2025
Filed
May 14, 2026
SEC
Holdings of Discovery Value Fund in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock198,874$34.7M100.0%+2,533+1.3%AddedHistory

Sold out since Q4 2025 (1)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Discovery Value Fund sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
NTLAIntellia Therapeutics, Inc.COM97,976$880.8K2.3%History