Great investors · Dev Kantesaria
Dev Kantesaria portfolio · Q2 2026
Dev Kantesaria, founder of Valley Forge Capital. This is the stock portfolio Valley Forge Capital reported to the SEC (Form 13F) as of Jun 30, 2026, filed on Aug 14, 2026.
The 13F is filed by the firm, not the person: when this page says what Dev Kantesaria “owns” or “bought”, it means the positions of Valley Forge Capital as a whole.
Next 13F: Q3 2026 usually filed ~Nov 16, 2026; deadline Nov 16, 2026. See the quarter page →
What stocks does Dev Kantesaria own?
The largest positions of Valley Forge Capital in Q2 2026 are FICO, SPGI, MCO, MA, ASML.
- 1Fair IsaacFICOReduced25.8%Since Q2 2018 · 33 quartersIt bought in 8 quarters. Quarter-end prices of those quarters per 13F: $193.32 to $511.04.
- 2S&P GlobalSPGIReduced19.9%Since at least Q4 2016 · 39 quartersIt bought in 16 quarters. Quarter-end prices of those quarters per 13F: $107.54 to $516.62.
- 3Moody'sMCO19.1%Since at least Q4 2016 · 39 quartersIt bought in 13 quarters. Quarter-end prices of those quarters per 13F: $94.27 to $474.59.
- 4MastercardMAReduced17.6%Since at least Q4 2016 · 39 quartersIt bought in 12 quarters. Quarter-end prices of those quarters per 13F: $103.25 to $359.32.
- 5ASML HoldingASML10.9%Since Q2 2023 · 13 quartersIt bought in 3 quarters. Quarter-end prices of those quarters per 13F: $724.75 to $1,320.83.
- 6VisaVReduced5.1%Since at least Q4 2016 · 39 quartersIt bought in 9 quarters. Quarter-end prices of those quarters per 13F: $78.02 to $221.77.
- 7IntuitINTU1.6%Since at least Q4 2016 · 39 quartersIt bought in 7 quarters. Quarter-end prices of those quarters per 13F: $114.62 to $445.83.
“Since”: first quarter of the current run, unbroken until today. Prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
What did Dev Kantesaria buy in Q2 2026?
It opened or added to no position this quarter.
What did Dev Kantesaria sell in Q2 2026?
- ReducedMastercardMA−28% shares · 17.6% of portfolio
- ReducedFair IsaacFICO−13% shares · 25.8% of portfolio
- ReducedS&P GlobalSPGI−13% shares · 19.9% of portfolio
- ReducedVisaV−23% shares · 5.1% of portfolio
0 positions opened or added to and 4 trimmed or closed, against the previous quarter's 13F. Each is measured the same way across the page: how much the share count changed and its weight in the portfolio today (share classes of the same company added together). The 13F has 4 positions with a change, 4 of them material (0.5 points of the portfolio or more). All full exits are listed, even those that moved less than 0.5 points of the portfolio.
How its portfolio changed (8 quarters)
Q2 2026: 7
Q2 2026: 100%
Q2 2026: 7.0%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Source: SEC 13F filings show the portfolio at quarter end and are filed up to 45 days later: positions may have changed. They only cover U.S.-listed stocks and some others; no short positions or cash. Not investment advice.