Superinvestors / Valley Forge Capital Management
Dev Kantesaria
Valley Forge Capital Management
Concentrated quality compounders
$3.38B 13F value
7 positions · as of 2026-03-31 · filed 2026-05-15
This quarter
0 new2 exited2 added5 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| FICO | FAIR ISAAC CORPDECREASED | 24.33% | $821.30M |
| SPGI | S&P GLOBAL INCDECREASED | 22.15% | $747.78M |
| MA | MASTERCARD INCORPORATEDINCREASED | 22.02% | $743.24M |
| MCO | MOODYS CORPDECREASED | 17.02% | $574.62M |
| — | ASML HLDG NV N Y REGISTRY SHSINCREASED +35.5% | 6.69% | $225.97M |
Showing 5 of 7
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 7 positions
Dev Kantesaria's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
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