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 7 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $3,375,637,687.

What stocks does Dev Kantesaria own?

In Dev Kantesaria's portfolio as of 31 Mar 2026, the top 5 holdings are (FICO) FAIR ISAAC CORP (24.33%), (SPGI) S&P GLOBAL INC (22.15%), (MA) MASTERCARD INC - A (22.02%), (MCO) MOODY'S CORP (17.02%) and (ASML) ASML HOLDING NV-NY REG SHS (6.69%).

To see the historical data of Valley Forge Capital Management's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Valley Forge Capital Management's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $3,375M+
Period: 2026 Q1
Number of stock: 7
Update: 15 May 2026
ASML
6.69%
171,083
$1,320.83
-
$225,971,559
+35.52% (+44,841)
+1.75%
FICO
24.33%
769,342
$1,067.54
6.54% $1,137.33
$821,303,359
-0.01% (-82)
-0.00%
INTU
2.42%
189,072
$432.38
31.37% $296.76
$81,750,951
-14.54% (-32,164)
-0.41%
MA
22.02%
1,487,496
$499.66
1.72% $491.08
$743,242,251
+0.01% (+87)
+0.00%
MCO
17.02%
1,317,188
$436.25
3.46% $451.35
$574,623,265
-0.01% (-104)
-0.00%
SPGI
22.15%
1,758,074
$425.34
0.21% $424.44
$747,779,195
-0.01% (-105)
-0.00%
V
5.36%
598,753
$302.24
7.06% $323.57
$180,967,107
-34.66% (-317,657)
-2.84%
7 of 7

Completely sold out

MSCI
60,770
-1.03%
EFX
146,352
-0.94%

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.