Fund · Dev Kantesaria
Valley Forge Capital
Toll-booth compounders, very few names. TCI's closest cousin.
Copying every 13F the day after it was filed returned 17.8% a year, against 14.9% for SPY over the same 9.7 years and 39 quarters, since Feb 2017. Clone score 59 of 100: Coin flip.
| Manager | Dev Kantesaria |
| Clone score | 59 / 100 |
| Verdict | Coin flip |
| Copy, a year | 17.8% |
| SPY, a year | 14.9% |
| Edge, a year | +2.9% |
| Latest quarter | Q2 2026 |
| Filed | 14 Aug 2026 |
| 13F value | $3.1B |
| Positions | 7 |