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![long_equity Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1478425805944500228.png) Long Equity [@long_equity](/creator/twitter/long_equity) on x 64.4K followers
Created: 2025-03-10 20:56:06 UTC

Here are the current holdings and previous positions of Valley Forge Capital Management (run by Dev Kantesaria).

Does anyone know of any other positions that used to be in the portfolio?

![](https://pbs.twimg.com/media/GltSdkLWUAAJN4q.png)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1899202628581810414/c:line.svg)

[Post Link](https://x.com/long_equity/status/1899202628581810414)