Dev Kantesaria

Net selling

Valley Forge Capital Management, LP — managed by Dev Kantesaria; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-08-14) · Source: SEC EDGAR

Portfolio value$3.12B (−8%)

Holdings7

Top holdingFair Isaac Corp

Below band1

New

Added

Exited

By what price implies: 2 demand a demanding growth rate, 1 modest.

13F × valuation

Valuation posture

Of 4 valued US positions, 1 trade below a conservative value band (as of 2026-08-25):

IntuitINTU30% · below

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Fair Isaac CorpFICO	$803.1M	—	7	672,186	25.8%	Core 8q
S&P Global IncSPGI	$620.7M	—	18	1,524,036	19.9%	Core 8q
Moodys CorpMCO	$596.6M	—	20	1,317,188	19.1%	Core 8q
Mastercard IncorporatedMA	$547.5M	—	21	1,065,934	17.6%	Core 8q
Asml Hldg NvASML	$340.4M	—	12	171,083	10.9%	Core 8q
Visa IncV	$158.8M	—	32	462,978	5.1%	—
IntuitINTU	$49.3M	Below value	10	189,072	1.6%	—

Fair Isaac CorpFICOCore 8q
Value$803.1MValuation—Holders7Weight25.8%
S&P Global IncSPGICore 8q
Value$620.7MValuation—Holders18Weight19.9%
Moodys CorpMCOCore 8q
Value$596.6MValuation—Holders20Weight19.1%
Mastercard IncorporatedMACore 8q
Value$547.5MValuation—Holders21Weight17.6%
Asml Hldg NvASMLCore 8q
Value$340.4MValuation—Holders12Weight10.9%
Visa IncV—
Value$158.8MValuation—Holders32Weight5.1%
IntuitINTU—
Value$49.3MValuationBelow valueHolders10Weight1.6%

What is a superinvestor

About this investor

Portfolio overview

Valley Forge Capital Management, LP's most recent 13F filing, for the quarter ended 2026-06-30, reports 7 positions worth $3.12B. The top 5 holdings represent 93% of that value, a concentrated portfolio.

The single largest position is Fair Isaac Corp at 25.8% of the portfolio, followed by S&P Global Inc at 19.9% and Moodys Corp at 19.1%.

Against the prior quarter, Dev Kantesaria opened 0 new positions, exited 0, added to 0, and trimmed 4.

Across all 8 quarters on file, Fair Isaac Corp has appeared in every filing, as has S&P Global Inc. Fair Isaac Corp currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Dev Kantesaria has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

Stay Updated

New-quarter 13F moves and valuation updates, to your inbox.