MondegarAI
Discovery Value Fund

Q4 2025 · 13F-HR

Discovery Value Fundholdings as filed

Filed 2026-02-12 · accession 0001750451-26-000003

$37.5M
Reported value
2
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Discovery Value Fund · Q4 2025

AI · grounded in 13F

Discovery Value Fund closed its entire position in DASH, reducing its holdings by $15.4M. The fund also trimmed its stake in NTLA by 57.16%. These moves reduced the fund's total position count to two.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$36.6M97.7%196,341CommonSOLE
45826J105NTLAINTELLIA THERAPEUTICS INC$880,8042.35%97,976CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.