Dev Kantesaria
Valley Forge Capital Management
Valley Forge Capital Management 13F holdings
Dev Kantesaria's Portfolio
- Portfolio value:
- $3.38B≈
- # of securities:
- 7
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 15 May 2026
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.
Valley Forge Capital Management's portfolio holdings are tracked quarterly based on SEC 13F filings. Snapshots for each reporting period document the full list of disclosed positions and their portfolio allocations.
Dev Kantesaria's original 13F reports (2026 Q1) are the official SEC institutional disclosure documents covering all reported equity positions.
7 results
| History | Ticker | Name |
% of portfolio |
Shares* |
Reported price* |
% difference current price* |
Value | Held since* | Held for* |
Security type |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Fair Isaac Corp
|
24.33%
|
769,342
|
$1,067.54
|
+7.73%($1,150.01)
|
$821,303,359
|
2018 Q2
|
≈ 8.00 years
|
Common Stock
|
-0.01% (-82)
|
-0%
|
|
|
|
S&P Global Inc
|
22.15%
|
1,758,074
|
$425.34
|
-3.46%($410.60)
|
$747,779,195
|
2016 Q4
|
≈ 9.50 years
|
Common Stock
|
-0.01% (-105)
|
-0%
|
|
|
|
Mastercard Inc
|
22.02%
|
1,487,496
|
$499.66
|
+15.27%($575.96)
|
$743,242,251
|
2016 Q4
|
≈ 9.50 years
|
Common Stock
|
+0.01% (+87)
|
+0%
|
|
|
|
Moodys Corp
|
17.02%
|
1,317,188
|
$436.25
|
+9.65%($478.33)
|
$574,623,265
|
2016 Q4
|
≈ 9.50 years
|
Common Stock
|
-0.01% (-104)
|
-0%
|
|
|
|
ASML Holding NV ADR
|
6.69%
|
171,083
|
$1,320.83
|
+25.20%($1,653.68)
|
$225,971,559
|
2023 Q2
|
≈ 3.00 years
|
Depositary Receipt
|
+35.52% (+44.84K)
|
+1.75%
|
|
|
|
Visa Inc, CL-A
|
5.36%
|
598,753
|
$302.24
|
+20.28%($363.53)
|
$180,967,107
|
2016 Q4
|
≈ 9.50 years
|
Common Stock
|
-34.66% (-317.66K)
|
-2.18%
|
|
|
|
Intuit Inc
|
2.42%
|
189,072
|
$432.38
|
-27.70%($312.62)
|
$81,750,951
|
2016 Q4
|
≈ 9.50 years
|
Common Stock
|
-14.54% (-32.16K)
|
-0.32%
|
|
Completely sold out
2 results
| History | Ticker | Name |
Sold shares* |
% change to portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|
|
|
MSCI Inc
|
-60,770
|
-0.79%
|
2024 Q4
|
≈ 1.25 years
|
|
|
|
Equifax Inc
|
-146,352
|
-0.72%
|
2024 Q4
|
≈ 1.25 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.