Dev Kantesaria · quarter digest
What Dev Kantesaria did in Q4 2024
Valley Forge Capital filed 3 moves in Q4 2024: 2 new, 0 add, 1 trim, 0 exit.
13F filed 2025-02-14. Manager quality score: q9. Philosophy: Extreme concentration — 5 to 8 positions. Quality compounders only.
New positions · 2
Fresh money
EFXEQUIFAX INC
NEW·1.0% book·+8
MSCIMSCI INC
NEW·1.0% book·+22
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Trims · 1
Taking chips off
INTUINTUIT
TRIM -10%·6.9% book·−16
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.