Dev Kantesaria · Polen Capital
what they both own
Both Dev Kantesaria (Valley Forge Capital) and Polen Capital (Polen Capital Management) hold 4 of the same stocks per their latest 13F filings — a Jaccard overlap of 10.5% across portfolios of 6 and 36 positions. Combined position weight in shared names: 57.5% of each investor's portfolio capacity.
Shared positions, ranked by joint conviction
Joint conviction = Dev Kantesaria's portfolio weight + Polen Capital'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).
| Ticker | Kantesaria | Capital | Joint | ConvictionScore |
|---|---|---|---|---|
| MA | 28.3% | 5.3% | 33.6% | 0 |
| V | 6.9% | 5.1% | 12.0% | 0 |
| ASML | 8.6% | 0.1% | 8.7% | 0 |
| INTU | 3.1% | 0.1% | 3.2% | 0 |
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.
Frequently asked questions
How many stocks do Dev Kantesaria and Polen Capital both hold?
Both Dev Kantesaria (Valley Forge Capital) and Polen Capital (Polen Capital Management) hold 4 of the same stocks per their latest SEC Form 13F filings — a Jaccard overlap of 10.5% across portfolios of 6 and 36 positions.
What is the biggest shared position between Dev Kantesaria and Polen Capital?
Highest joint-conviction shared position: MA. Joint conviction is the sum of each investor's portfolio weight in the same stock. The complete ranked list (top 25) is in the table below; full data sourced from each fund's latest 13F filing (45-day SEC lag applies).
What is the Jaccard overlap between Dev Kantesaria and Polen Capital?
10.5% — the Jaccard coefficient between Valley Forge Capital's and Polen Capital Management's tracked long positions. Calculated as |A ∩ B| / |A ∪ B| over shared tickers. Higher means more portfolio convergence; 0% means no shared names.
What is "joint conviction" on HoldLens?
Joint conviction is the sum of Dev Kantesaria's and Polen Capital's respective portfolio weights in a shared stock. 57.5% is the combined weight across all shared names — a descriptive measure of how much portfolio capacity both managers concentrate in overlapping positions, not a recommendation.