Dev Kantesaria · quarter digest
What Dev Kantesaria did in Q1 2026
Valley Forge Capital filed 5 moves in Q1 2026: 0 new, 1 add, 2 trim, 2 exit.
13F filed 2026-05-15. Manager quality score: q9. Philosophy: Extreme concentration — 5 to 8 positions. Quality compounders only.
Adds · 1
Adding to conviction
ASMLASML HOLDING N V
ADD +36%·8.6% book·+9
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Remove with Pro →Trims · 2
Taking chips off
VVISA INC
TRIM -35%·6.9% book·−14
INTUINTUIT
TRIM -15%·3.1% book·−21
Exits · 2
Closed positions
MSCIMSCI INC
EXIT·0.0% book·+11
EFXEQUIFAX INC
EXIT·0.0% book·+4
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
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