Dev Kantesaria
Valley Forge Capital Management
Valley Forge Capital Management Portfolio 13F
Dev Kantesaria Holdings Activity
- Portfolio value:
- $4.41B≈ (+$254M≈)
- Previous value:
- $4.16B≈
- # of changes:
- 9
- New positions:
- 0
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 17 Feb 2026
Valley Forge Capital Management has disclosed a total of 9 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 8 and decreased the number of shares of 1 position(s).
What stocks did Dev Kantesaria buy in 2025 Q4?
During 2025 Q4 Dev Kantesaria has bought 8 securities out of which top 5 purchases (by % change to portfolio) were (FICO) Fair Isaac Corp (added shares +0.13%), (SPGI) S&P Global Inc (added shares +0.18%), (MA) Mastercard Inc (added shares +0.18%), (MCO) Moodys Corp (added shares +0.24%) and (V) Visa Inc, CL-A (added shares +0.48%).
In the 2025 Q4 report(s) the following changes have been made to the top investments: (FICO) Fair Isaac Corp (added shares +0.13%), (SPGI) S&P Global Inc (added shares +0.18%), (MA) Mastercard Inc (added shares +0.18%), (MCO) Moodys Corp (added shares +0.24%) and (V) Visa Inc, CL-A (added shares +0.48%).
9 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
MSCI Inc
|
+1.79%
|
+1,070
|
60,770
|
+0.01%
|
$573.73
|
+0.90%($578.91)
|
0.79%
|
2024 Q4
|
≈ 1.25 years
|
|
|
|
Equifax Inc
|
+1.63%
|
+2,352
|
146,352
|
+0.01%
|
$216.98
|
-19.86%($173.88)
|
0.72%
|
2024 Q4
|
≈ 1.25 years
|
|
|
|
ASML Holding NV ADR
|
+0.49%
|
+615
|
126,242
|
+0.01%
|
$1,069.86
|
+54.74%($1,655.52)
|
3.06%
|
2023 Q2
|
≈ 2.75 years
|
|
|
|
Visa Inc, CL-A
|
+0.48%
|
+4,393
|
916,410
|
+0.03%
|
$350.71
|
+4.12%($365.18)
|
7.29%
|
2016 Q4
|
≈ 9.25 years
|
|
|
|
Moodys Corp
|
+0.24%
|
+3,148
|
1,317,292
|
+0.04%
|
$510.85
|
-6.19%($479.23)
|
15.25%
|
2016 Q4
|
≈ 9.25 years
|
|
|
|
Mastercard Inc
|
+0.18%
|
+2,637
|
1,487,409
|
+0.03%
|
$570.88
|
+0.44%($573.40)
|
19.25%
|
2016 Q4
|
≈ 9.25 years
|
|
|
|
S&P Global Inc
|
+0.18%
|
+3,081
|
1,758,179
|
+0.04%
|
$522.59
|
-20.69%($414.48)
|
20.83%
|
2016 Q4
|
≈ 9.25 years
|
|
|
|
Fair Isaac Corp
|
+0.13%
|
+1,002
|
769,424
|
+0.04%
|
$1,690.62
|
-33.78%($1,119.57)
|
29.49%
|
2018 Q2
|
≈ 7.75 years
|
|
|
|
Intuit Inc
|
-15.27%
|
-39,861
|
221,236
|
-0.64%
|
$662.42
|
-52.47%($314.85)
|
3.32%
|
2016 Q4
|
≈ 9.25 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.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* 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.