Valley Forge Capital (Dev Kantesaria)
Famous investorsFiles as Valley Forge Capital Management, LP (SEC CIK 1697868). Portfolio from its latest quarterly 13F-HR filing.
- $3.12B
- Tracked value
- 7
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | FICOFAIR ISAAC CORP | 25.8% | ▼ 12.6% | 672,186 | $803.11M |
| 2 | SPGIS&P Global Inc. | 19.9% | ▼ 13.3% | 1,524,036 | $620.68M |
| 3 | MCOMOODYS CORP /DE/ | 19.1% | unch. | 1,317,188 | $596.58M |
| 4 | MAMastercard Inc | 17.6% | ▼ 28.3% | 1,065,934 | $547.46M |
| 5 | ASMLASML HOLDING NV | 10.9% | unch. | 171,083 | $340.36M |
| 6 | VVISA INC. | 5.1% | ▼ 22.7% | 462,978 | $158.84M |
| 7 | INTUINTUIT INC. | 1.6% | unch. | 189,072 | $49.35M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.