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Dev Kantesaria
VALLEY FORGE CAPITAL MANAGEMENT, LP
Latest filing: 2026-03-31
Dev Kantesaria runs VALLEY FORGE CAPITAL MANAGEMENT, LP and currently holds 7 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $3.38B. Their top holdings are FICO, SPGI, MA, MCO, ASML. The top five represent 92.2% of reported portfolio weight. Dev Kantesaria ranks #830 out of 1000 investors tracked by Alpha Score. They added to 2 existing positions. They trimmed 5 positions. Their current best-performing preview position is ASML with returns of +23.46%.
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7 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FICO FAIR ISAAC CORP | 24.33% | $366.10 | $1,387.52 | +279.00% | Trimmed -0.01% |
 SPGI S&P GLOBAL INC | 22.15% | $322.08 | $419.95 | +30.39% | Trimmed -0.01% |
 MA MASTERCARD INCORPORATED | 22.02% | $330.90 | $562.65 | +70.04% | Added +0.01% |
 MCO MOODYS CORP | 17.02% | $252.72 | $486.80 | +92.62% | Trimmed -0.01% |
 ASML ASML HOLDING N V | 6.69% | $922.00 | $1,551.40 | +68.26% | Added +35.52% |
 V VISA INC | 5.36% | $184.00 | $369.90 | +101.03% | Trimmed -34.66% |
 INTU INTUIT | 2.42% | $370.18 | $328.91 | -11.15% | Trimmed -14.54% |