Part 5/7:
David Canaria: Growth and Concentration
Emerging investor Dev Canaria has seen his portfolio swell to over $4.5 billion, reflecting his high-risk, high-reward strategy through concentrated bets, particularly in Fair Isaac (FICO). Recently, he trimmed his position in FICO slightly while doubling down on ASML and adding to investments in Moody’s and S&P Global. His decision to increase holdings in dependable companies signals a strong conviction about their long-term growth potential.