Discovery Value Fund Buys Coupa Software Inc, Veeva Systems Inc, Pinduoduo Inc, Sells Alibaba Group Holding, Tesla Inc, Taiwan Semiconductor Manufacturing Co

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Aug 07, 2020
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Investment company Discovery Value Fund (Current Portfolio) buys Coupa Software Inc, Veeva Systems Inc, Pinduoduo Inc, Facebook Inc, Beyond Meat Inc, sells Alibaba Group Holding, Tesla Inc, Taiwan Semiconductor Manufacturing Co, TAL Education Group, Delta Air Lines Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Discovery Value Fund. As of 2020Q2, Discovery Value Fund owns 12 stocks with a total value of $2.1 billion. These are the details of the buys and sells.

For the details of Discovery Value Fund's stock buys and sells, go to https://www.gurufocus.com/guru/discovery+value+fund/current-portfolio/portfolio

These are the top 5 holdings of Discovery Value Fund
  1. Shopify Inc (SHOP) - 654,383 shares, 29.08% of the total portfolio. Shares reduced by 6.29%
  2. Coupa Software Inc (COUP) - 1,697,037 shares, 22.01% of the total portfolio. New Position
  3. Facebook Inc (FB) - 1,411,735 shares, 15.01% of the total portfolio. Shares added by 142.78%
  4. Pinduoduo Inc (PDD) - 3,069,331 shares, 12.33% of the total portfolio. Shares added by 254.42%
  5. Veeva Systems Inc (VEEV) - 878,492 shares, 9.64% of the total portfolio. Shares added by 44493.50%
New Purchase: Coupa Software Inc (COUP)

Discovery Value Fund initiated holding in Coupa Software Inc. The purchase prices were between $126.22 and $277.04, with an estimated average price of $199.86. The stock is now traded at around $312.25. The impact to a portfolio due to this purchase was 22.01%. The holding were 1,697,037 shares as of .

New Purchase: Sea Ltd (SE)

Discovery Value Fund initiated holding in Sea Ltd. The purchase prices were between $42.1 and $113.39, with an estimated average price of $71.65. The stock is now traded at around $138.21. The impact to a portfolio due to this purchase was 2.61%. The holding were 519,918 shares as of .

Added: Veeva Systems Inc (VEEV)

Discovery Value Fund added to a holding in Veeva Systems Inc by 44493.50%. The purchase prices were between $150.11 and $239.1, with an estimated average price of $197.2. The stock is now traded at around $271.23. The impact to a portfolio due to this purchase was 9.62%. The holding were 878,492 shares as of .

Added: Pinduoduo Inc (PDD)

Discovery Value Fund added to a holding in Pinduoduo Inc by 254.42%. The purchase prices were between $35.9 and $87.58, with an estimated average price of $59.64. The stock is now traded at around $91.62. The impact to a portfolio due to this purchase was 8.85%. The holding were 3,069,331 shares as of .

Added: Facebook Inc (FB)

Discovery Value Fund added to a holding in Facebook Inc by 142.78%. The purchase prices were between $154.18 and $242.24, with an estimated average price of $208.03. The stock is now traded at around $265.28. The impact to a portfolio due to this purchase was 8.83%. The holding were 1,411,735 shares as of .

Added: Beyond Meat Inc (BYND)

Discovery Value Fund added to a holding in Beyond Meat Inc by 152.19%. The purchase prices were between $57.95 and $162.46, with an estimated average price of $117.2. The stock is now traded at around $132.58. The impact to a portfolio due to this purchase was 3.1%. The holding were 818,283 shares as of .

Sold Out: Alibaba Group Holding Ltd (BABA)

Discovery Value Fund sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $187.11 and $228.75, with an estimated average price of $207.72.

Sold Out: Tesla Inc (TSLA)

Discovery Value Fund sold out a holding in Tesla Inc. The sale prices were between $454.47 and $1079.81, with an estimated average price of $803.57.

Sold Out: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Discovery Value Fund sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $46.51 and $57.55, with an estimated average price of $52.52.

Sold Out: Delta Air Lines Inc (DAL)

Discovery Value Fund sold out a holding in Delta Air Lines Inc. The sale prices were between $19.19 and $36.97, with an estimated average price of $25.43.

Sold Out: EOG Resources Inc (EOG)

Discovery Value Fund sold out a holding in EOG Resources Inc. The sale prices were between $34.6 and $62.11, with an estimated average price of $48.28.

Sold Out: Intuitive Surgical Inc (ISRG)

Discovery Value Fund sold out a holding in Intuitive Surgical Inc. The sale prices were between $458.26 and $592.76, with an estimated average price of $536.99.



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