Discovery Value Fund

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
3
Quarter
2025 Q4
Top Holding
NVDA (97.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-3 of 3
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA CORPORAT...
Technology 97.65% 65.40% #1
Prev: #1
10.0 no change no change
P
S
196,341 $36,617,597 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NTLA
INTELLIA THERAP...
Healthcare 2.35% 7.05% #2 1
Prev: #3
1.1 -130,725 -57.2%
P
S
97,976 $880,804 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DASH
DOORDASH INC
Consumer Cyclical 0.00% 27.54%
Sold All 😨
(Was: #2)
0.3 -56,722 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-3 of 3 holdings

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