- Portfolio
- Activity
Dev Kantesaria Holdings Activity
Valley Forge Capital Management Portfolio 13F
Valley Forge Capital Management has disclosed a total of 9 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 2, decreased the number of shares of 5 and completely sold out 2 position(s).
What stocks is Dev Kantesaria buying now?
In the recent quarter Dev Kantesaria has purchased 2 securities: (ASML) ASML HOLDING NV-NY REG SHS (added shares +35.52%) and (MA) MASTERCARD INC - A (added shares +0.01%).
What does Dev Kantesaria invest in?
Dev Kantesaria's top 5 holdings (by % of portfolio) are (FICO) FAIR ISAAC CORP (24.33%), (SPGI) S&P GLOBAL INC (22.15%), (MA) MASTERCARD INC - A (22.02%), (MCO) MOODY'S CORP (17.02%) and (ASML) ASML HOLDING NV-NY REG SHS (6.69%).
In the latest report(s) the following changes have been made to the top investments: (FICO) FAIR ISAAC CORP (reduced shares -0.01%), (SPGI) S&P GLOBAL INC (reduced shares -0.01%), (MA) MASTERCARD INC - A (added shares +0.01%), (MCO) MOODY'S CORP (reduced shares -0.01%) and (ASML) ASML HOLDING NV-NY REG SHS (added shares +35.52%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.