What is an SEC 13F filing?

SEC 13F is a quarterly report filed with the U.S. Securities and Exchange Commission by institutional investment managers with over $100 million in assets. It must be filed within 45 days after each quarter ends. FolioObs analyzes these filings to track portfolio changes of legendary Wall Street investors.

How can I track Cathie Wood's ARK daily trades?

ARK Invest publicly discloses its daily trades. FolioObs updates this data daily so you can see Cathie Wood's buys and sells in real-time on the dashboard.

Which investors does FolioObs track?

FolioObs tracks 50 legendary investors — known as the FolioObs 50 — including Warren Buffett (Berkshire Hathaway), Cathie Wood (ARK Invest), Ken Griffin (Citadel), Carl Icahn, Paul Singer (Elliott), Masayoshi Son (SoftBank Group), Ray Dalio (Bridgewater), Terry Smith (Fundsmith), Joel Greenblatt (Gotham), Ron Baron (Baron Capital), and Korea's National Pension Service (NPS).

How often is the portfolio data updated?

SEC 13F data is updated quarterly. Cathie Wood's ARK daily trades are updated every trading day after market close. Stock prices are reflected in real-time with a 15-minute delay.

Is FolioObs free to use?

Yes, FolioObs is completely free. It provides real-time SEC 13F portfolio tracking, AI-powered insights, stock screener, and investor comparison tools in both Korean and English at no cost.

Dev Kantesaria Portfolio — Valley Forge Capital SEC 13F Live | 데브 칸테사리아 포트폴리오 실시간 추적

Track Dev Kantesaria's ultra-concentrated Valley Forge SEC 13F portfolio.

독점 기업 6~8개 초집중 데브 칸테사리아의 밸리포지 포트폴리오. SEC 13F 기반.

About Dev Kantesaria | 데브 칸테사리아 소개

Harvard MD turned investor, ultra-concentrated in a handful of monopoly-like businesses.

하버드 의대 출신. 독점 기업 6~8개에만 집중하는 초집중 전략으로 주목받고 있습니다.

Dev Kantesaria's Top 7 Holdings | 데브 칸테사리아 Top 보유 종목

Based on the latest SEC 13F filing, Dev Kantesaria holds a total of 7 stocks through Valley Forge Capital.

최신 SEC 13F 공시 기준, Valley Forge Capital를 통해 총 7개 종목을 보유하고 있습니다.

FICO — 24.33% of portfolio
SPGI — 22.15% of portfolio
MA — 22.02% of portfolio
MCO — 17.02% of portfolio
ASML — 6.69% of portfolio
V — 5.36% of portfolio
INTU — 2.42% of portfolio

What You Can Track on This Page | 데브 칸테사리아 페이지 상세 정보

Complete SEC 13F holdings updated quarterly | 최신 SEC 13F 공시 기반 전체 보유 종목
Trade history: new buys, additions, sells, and liquidations | 분기별 매매 내역(신규 매수, 추가 매수, 매도, 청산)
Sector allocation and portfolio concentration analysis | 포트폴리오 섹터 비중 분석
Assets Under Management (AUM) trend | AUM(운용자산) 변화 추이
Compare with other legendary investors | 다른 월가 전설 투자자와의 포트폴리오 비교

Top 20 Most-Held Stocks by Legendary Investors | 월가 전설들이 가장 많이 보유한 종목

아마존 (AMZN) — 31 legendary investors hold this stock
알파벳 (GOOGL) — 31 legendary investors hold this stock
TSMC (TSM) — 29 legendary investors hold this stock
메타 (META) — 28 legendary investors hold this stock
마이크로소프트 (MSFT) — 28 legendary investors hold this stock
알파벳C (GOOG) — 26 legendary investors hold this stock
엔비디아 (NVDA) — 25 legendary investors hold this stock
비자 (V) — 23 legendary investors hold this stock
애플 (AAPL) — 20 legendary investors hold this stock
브로드컴 (AVGO) — 20 legendary investors hold this stock
캐피털원 (COF) — 19 legendary investors hold this stock
마스터카드 (MA) — 19 legendary investors hold this stock
우버 (UBER) — 19 legendary investors hold this stock
버크셔 해서웨이 (BRK-B) — 18 legendary investors hold this stock
S&P 글로벌 (SPGI) — 18 legendary investors hold this stock
스포티파이 (SPOT) — 18 legendary investors hold this stock
앱러빈 (APP) — 17 legendary investors hold this stock
ASML HOLDING N V (ASML) — 17 legendary investors hold this stock
도어대시 (DASH) — 17 legendary investors hold this stock
넷플릭스 (NFLX) — 17 legendary investors hold this stock