One name, S&P Global Inc (SPGI), is 19.92% of what Dev Kantesaria's Valley Forge Capital Management reports for 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake is 1.52M shares worth about $620.7M, the 2nd largest of 7 stock positions. Dev Kantesaria trimmed the share count by 13% in 2026 Q2.
What did the 2026 Q2 filing report for SPGI?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 19.92% |
| Shares | 1.52M |
| Reported value | $620.7M |
| Rank in portfolio | 2nd of 7 |
| Largest holding | FICO at 25.77% |
| Top three holdings | 64.83% of the book |
| Change this quarter | -13% shares |
How concentrated is Dev Kantesaria in SPGI?
SPGI at 19.92% is 1.4 times the average stock position in the Dev Kantesaria portfolio, which is 14%. The largest holding is FICO at 25.77%. The three largest stocks together are 64.83% of the reported book. A quarter earlier SPGI was 22.15% of the book.
Where does SPGI sit in the Dev Kantesaria portfolio?
SPGI ranks 2nd of 7 stock positions in the Dev Kantesaria portfolio at 19.92%, above the fund's average stock position of 14%. The SPGI cut was the 3rd largest of the quarter's 4 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Dev Kantesaria reported 7 stock positions, with no position opened or closed. The total portfolio value is about $3.1B, down 8% from the prior quarter.
How long has Dev Kantesaria held SPGI?
Dev Kantesaria first reported SPGI in the quarter ended December 31, 2016. The weight peaked at 30.34% in 2017 Q2. The share count was unchanged the quarter before. Every reported trade is on the Dev Kantesaria SPGI trade history page.
Did other funds buy or sell SPGI in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 13 hold SPGI. Of those, 5 opened it this quarter. Another 2 sold out of it. The largest buyers of SPGI this quarter were Chris Hohn, Eagle Capital Management and Bill Ackman. The largest sellers were William Von Mueffling, Parnassus Endeavor Fund and Li Lu. Every tracked holder of SPGI is on the SPGI ownership page.
FAQ
What share of the Dev Kantesaria portfolio is SPGI?
SPGI is 19.92% of the Dev Kantesaria portfolio as of 2026 Q2, the 2nd largest of 7 stock positions.
What is the SPGI stake of Dev Kantesaria worth?
Dev Kantesaria holds 1.52M shares of SPGI, worth about $620.7M at June 30, 2026 prices, 19.92% of the reported portfolio.
What are the largest holdings of Dev Kantesaria?
The largest stock positions of Dev Kantesaria as of 2026 Q2 are FICO (25.77%), SPGI (19.92%) and MCO (19.14%), together 64.83% of the book.
Did Dev Kantesaria's Valley Forge Capital Management change its SPGI position in 2026 Q2?
Dev Kantesaria trimmed the share count by 13% in 2026 Q2.