Dev Kantesaria · François Rochon
what they both own
Both Dev Kantesaria (Valley Forge Capital) and François Rochon (Giverny Capital) hold 2 of the same stocks per their latest 13F filings — a Jaccard overlap of 5.1% across portfolios of 6 and 35 positions. Combined position weight in shared names: 40.1% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Dev Kantesaria's portfolio weight + François Rochon's portfolio weight. A stock that both investors size heavily ranks higher than one both hold marginally. Position weight reflects each investor's most recent 13F filing (45-day SEC lag applies; filings can be 1-3 months old).
Compare individually
Data note. Position percentages are derived from each investor's most recent SEC Form 13F filing (45-day lag), filtered to disclosed long positions only. 13F filings exclude short positions, options (mostly), foreign-domiciled holdings, and positions below the reporting threshold. Joint conviction is a descriptive sum, not a recommendation. Per HoldLens compliance: this page is factual portfolio comparison, not investment advice. Always verify against the source filing before acting.