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Dev Kantesaria 13F Portfolio
VALLEY FORGE CAPITAL MANAGEMENT, LP
Latest SEC 13F filing: 2026-06-30
Dev Kantesaria runs VALLEY FORGE CAPITAL MANAGEMENT, LP and currently holds 7 stock positions, which is fewer than the average of 232 among the investors we track. The portfolio is valued at approximately $3.12B. Their top holdings are FICO, SPGI, MCO, MA, ASML. The top five represent 93.3% of reported portfolio weight. Dev Kantesaria ranks #N/A out of 1000 investors tracked by Alpha Score. They trimmed 4 positions. Their current best-performing preview position is ASML with returns of +50.62%.
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Top 5 Holdings
FICO25.8%
SPGI19.9%
MCO19.1%
MA17.6%
ASML10.9%
Top 5: 93.3%
Portfolio Returns
1 Year
-18.47%
#0/10003 Year
+33.13%
#0/10005 Year
+39.63%
#0/1000Portfolio Value
$3.12B
Alpha Score
22.6
#0 of 1000
Holdings
7
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Dev Kantesaria Current 13F Holdings
Reported holdings from VALLEY FORGE CAPITAL MANAGEMENT, LP's latest SEC 13F filing, ranked by portfolio weight.
7 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FICO FAIR ISAAC CORP | 25.77% | $366.10 | $691.72 | +88.94% | Trimmed -12.63% |
 SPGI S&P GLOBAL INC | 19.92% | $322.08 | $449.01 | +39.41% | Trimmed -13.31% |
 MCO MOODYS CORP | 19.14% | $252.72 | $473.76 | +87.46% | Held |
 MA MASTERCARD INCORPORATED | 17.57% | $330.90 | $609.78 | +84.28% | Trimmed -28.34% |
 ASML ASML HLDG NV | 10.92% | $922.00 | $1,635.57 | +77.39% | Held |
 V VISA INC | 5.10% | $184.00 | $401.96 | +118.46% | Trimmed -22.68% |
 INTU INTUIT | 1.58% | $370.18 | $328.45 | -11.27% | Held |