Dev Kantesaria · quarter digest
What Dev Kantesaria did in Q3 2024
Valley Forge Capital filed 1 moves in Q3 2024: 0 new, 1 add, 0 trim, 0 exit.
13F filed 2024-11-14. Manager quality score: q9. Philosophy: Extreme concentration — 5 to 8 positions. Quality compounders only.
Adds · 1
Adding to conviction
MCOMOODYS CORP
ADD +6%·16.9% book·+15
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Current top holdings
Dev Kantesaria’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.