Dev Kantesaria · quarter digest
What Dev Kantesaria did in Q3 2024
Valley Forge Capital filed 3 moves in Q3 2024: 0 new, 2 add, 1 trim, 0 exit.
13F filed 2024-11-14. Manager quality score: q9. Philosophy: Extreme concentration — 5 to 8 positions. Quality compounders only.
Adds · 2
Adding to conviction
MCOMOODYS CORP
ADD +6%·16.9% book·+9
ASMLASML HOLDING N V
ADD +100%·2.9% book·−1
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Trims · 1
Taking chips off
FICOFAIR ISAAC CORP
TRIM -8%·43.4% book·+32
Current top holdings
Dev Kantesaria’s book, latest snapshot
Other quarters for Dev Kantesaria
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.