Dev Kantesaria · quarter digest
What Dev Kantesaria did in Q4 2025
Valley Forge Capital filed 4 moves in Q4 2025: 0 new, 3 add, 1 trim, 0 exit.
13F filed 2026-02-14. Manager quality score: q9. Philosophy: Extreme concentration — 5 to 8 positions. Quality compounders only.
Adds · 3
Adding to conviction
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Remove with Pro →Trims · 1
Taking chips off
INTUINTUIT
TRIM -15%·4.2% book·−21
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.
Deep dive
Reading for your research
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