DK
Dev Kantesaria
Valley Forge Capital Management13F filer
Concentrated quality compounders — as the firm describes itselfPortfolio as of Jun 30, 2026Filed Aug 14, 2026
Quarter ended Jun 30, 2026, from the 13F filed Aug 14, 2026Changes are against the quarter ended Mar 31, 2026U.S.-listed shares only — no bonds, cash, shorts or foreign listings
Portfolio value
$3.12B
As reported, at quarter-end prices
Positions
7
U.S.-listed companies held
0 new · 0 exited this quarter
Concentration
100%in the top 10
Weight held in the ten largest positions
This quarter
0added · 4trimmed
Positions resized since the prior quarter
What changed this quarter
See which positions were opened, increased, reduced or closed—and how large those positions are now.
| Company | Reported move | Change in shares | Portfolio weight now |
|---|---|---|---|
| Reduced | -28.3% | 17.57% | |
FAIR ISAAC CORPFICO | Reduced | -12.6% | 25.77% |
S&P GLOBAL INCSPGI | Reduced | -13.3% | 19.92% |
| Reduced | -22.7% | 5.10% |
Showing 1–4 of 4 changes · Share classes count separatelyBars: square-root scale · Percentages shown · — unavailable
Changes compare reported share counts at quarter-end. The filing does not tell us when trades happened or why the investor made them.
Portfolio
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| FICO | FAIR ISAAC CORPDECREASED -12.6% | 25.77% | $1,194.78 | $803.11M | 672.2K |
| SPGI | S&P GLOBAL INCDECREASED -13.3% | 19.92% | $407.26 | $620.68M | 1.5M |
| MCO | MOODYS CORPUNCHANGED | 19.14% | $452.92 | $596.58M | 1.3M |
| MA | MASTERCARD INCORPORATED· CL ADECREASED -28.3% | 17.57% | $513.60 | $547.46M | 1.1M |
| — | ASML HOLDING N V· N Y REGISTRY SHS 2012UNCHANGED | 10.92% | $1,989.44 | $340.36M | 171.1K |
| V | VISA INC· COM CL ADECREASED -22.7% | 5.10% | $343.09 | $158.84M | 463.0K |
| INTU | INTUITUNCHANGED | 1.58% | $261.00 | $49.35M | 189.1K |
Showing 1–7 of 7 · the top 10 are 100.0% of the reported portfolioEach row opens the company · how we read 13F filings
Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.
All 7 positions, with reported prices and share counts, open with a free account.
Connected research
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