What Dev Kantesaria did in Q2 2024

Valley Forge Capital filed 0 moves in Q2 2024: 0 new, 0 add, 0 trim, 0 exit.

13F filed 2024-08-14. Manager quality score: q9. Philosophy: Extreme concentration — 5 to 8 positions. Quality compounders only.

No moves recorded for Dev Kantesaria in Q2 2024. Either the archive doesn’t cover this filing, or the manager was inactive this quarter.

Current top holdings

Dev Kantesaria’s book, latest snapshot

#	Ticker	Weight	Conviction
1	MCO Moody's	22.4%	+15
2	FICO Fair Isaac	18.7%	+28
3	MSCI MSCI Inc	15.3%	+19
4	V Visa	12.8%	+8
5	MA Mastercard	11.2%	+17
6	HEI HEICO Corp	8.4%	+25

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.