Dev Kantesaria's Portfolio

Valley Forge Capital Management 13F holdings

What is Dev Kantesaria's portfolio?

Valley Forge Capital Management has disclosed a total of 9 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $4,156,989,872.

What stocks does Dev Kantesaria own?

In Dev Kantesaria's portfolio as of 30 Sep 2025, the top 5 holdings are (FICO) FAIR ISAAC CORP (27.66%), (SPGI) S&P GLOBAL INC (20.55%), (MA) MASTERCARD INC - A (20.32%), (MCO) MOODY'S CORP (15.06%) and (V) VISA INC-CLASS A SHARES (7.49%).

To see the historical data of Valley Forge Capital Management's portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see Valley Forge Capital Management's original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $4,156M+
Period: 2025 Q3
Number of stock: 9
Update: 14 Nov 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ASML
ASML HOLDING NV-NY REG SHS
2.93%
125,627
$968.09
-
$121,618,242
EFX
EQUIFAX INC
0.89%
144,000
$256.53
32.90% $172.13
$36,940,320
FICO
FAIR ISAAC CORP
27.66%
768,422
$1,496.53
24.00% $1,137.33
$1,149,966,576
INTU
INTUIT INC
4.29%
261,097
$682.91
56.54% $296.76
$178,305,752
-0.84% (-2,215)
-0.04%
MA
MASTERCARD INC - A
20.32%
1,484,772
$568.81
13.67% $491.08
$844,553,161
MCO
MOODY'S CORP
15.06%
1,314,144
$476.48
5.27% $451.35
$626,163,333
MSCI
MSCI INC
0.81%
59,700
$567.41
8.47% $615.46
$33,874,377
SPGI
S&P GLOBAL INC
20.55%
1,755,098
$486.71
12.79% $424.44
$854,223,748
V
VISA INC-CLASS A SHARES
7.49%
912,017
$341.38
5.22% $323.57
$311,344,363
9 of 9

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.