Dev Kantesaria Holdings Activity

Valley Forge Capital Management Portfolio 13F

Valley Forge Capital Management has disclosed a total of 9 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 2, decreased the number of shares of 5 and completely sold out 2 position(s).

What stocks is Dev Kantesaria buying now?

In the recent quarter Dev Kantesaria has purchased 2 securities: (ASML) ASML HOLDING NV-NY REG SHS (added shares +35.52%) and (MA) MASTERCARD INC - A (added shares +0.01%).

What does Dev Kantesaria invest in?

Dev Kantesaria's top 5 holdings (by % of portfolio) 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%).

In the latest report(s) the following changes have been made to the top investments: (FICO) FAIR ISAAC CORP (reduced shares -0.01%), (SPGI) S&P GLOBAL INC (reduced shares -0.01%), (MA) MASTERCARD INC - A (added shares +0.01%), (MCO) MOODY'S CORP (reduced shares -0.01%) and (ASML) ASML HOLDING NV-NY REG SHS (added shares +35.52%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2018 Q1 (4 results)
META
META PLATFORMS INC-CLASS A
buy
+25,000
+1.87%
$159.80
289.85% $622.98
1.87%
MNST
MONSTER BEVERAGE CORP
+14.49%
+1,231,696
+2.06%
$3.58
2K+% $89.04
16.29%
EFX
EQUIFAX INC
+11.80%
+28,500
+1.57%
$117.81
44.44% $170.16
0.00%
SPGI
S&P GLOBAL INC
+3.43%
+10,023
+0.90%
$191.06
115.79% $412.29
27.04%
2017 Q4 (1 result)
EFX
EQUIFAX INC
+156.92%
+147,503
+9.18%
$117.92
44.30% $170.16
15.03%
2017 Q3 (2 results)
EFX
EQUIFAX INC
buy
+94,000
+6.32%
$105.99
60.54% $170.16
6.32%
NKE
NIKE INC -CL B
-100.00%
-125,084
-4.68%
$59.00
25.75% $43.81
0.00%
2017 Q2 (1 result)
MNST
MONSTER BEVERAGE CORP
+1.82%
+152,064
+0.34%
$3.10
2K+% $89.04
18.77%
2017 Q1 (1 result)
MNST
MONSTER BEVERAGE CORP
+14.12%
+1,033,136
+2.32%
$2.89
2K+% $89.04
18.75%
9 of 153

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.