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Dev Kantesaria Portfolio

Valley Forge Capital Management Holdings

A filing-based view of Valley Forge Capital Management, LP’s publicly disclosed U.S.-listed holdings, with concentration, quarter-over-quarter changes and verified SEC history.

SEC reporting manager: Valley Forge Capital Management, LP (CIK 0001697868). The filing signature identifies Devang Kantesaria. This tracker reflects public Form 13F disclosures, not a personal brokerage account or exact trade dates.

Confirmed SEC snapshot

$3.12B

Reported 13F value · Q2 2026

713F entries
2026-08-14filing date
13F-HRsource filing
38verified quarters

Portfolio

FAIR ISAAC CORPFICO
$803.1M
25.8%
+107.2%Est. vs filing basis
Position reduced 12.6%
Reported shares672,186
Current price$960.67
SEC reference price$1,194.78
Estimated filing-based basis$463.71
Position historySEC quarter-end observations
Q2 2026
Reduced 12.6%-97,156 reported shares
SEC ref. $1,194.78Est. basis $463.71
Q1 2026
Reduced 0.0%-82 reported shares
SEC ref. $1,067.54Est. basis $463.71
Q4 2025
Increased 0.1%+1,002 reported shares
SEC ref. $1,690.62Est. basis $463.71
Q3 2025
Unchanged
SEC ref. $1,496.53Est. basis $462.11
Q2 2025
Unchanged
SEC ref. $1,827.96Est. basis $462.11
Q1 2025
Reduced 2.0%-15,700 reported shares
SEC ref. $1,844.16Est. basis $462.11
Q4 2024
Reduced 3.1%-24,671 reported shares
SEC ref. $1,990.93Est. basis $462.11
Q3 2024
Reduced 7.9%-68,955 reported shares
SEC ref. $1,943.52Est. basis $462.11
Q2 2024
Reduced 0.3%-3,000 reported shares
SEC ref. $1,488.66Est. basis $462.11
Q1 2024
Reduced 2.5%-22,839 reported shares
SEC ref. $1,249.61Est. basis $462.11
Q4 2023
Reduced 4.2%-39,461 reported shares
SEC ref. $1,164.01Est. basis $462.11
Q3 2023
Unchanged
SEC ref. $868.53Est. basis $462.11
Q2 2023
Unchanged
SEC ref. $809.21Est. basis $462.11
Q1 2023
Reduced 2.1%-20,000 reported shares
SEC ref. $702.69Est. basis $462.11
Q4 2022
Unchanged
SEC ref. $598.58Est. basis $462.11
Q3 2022
Unchanged
SEC ref. $412.01Est. basis $462.11
Q2 2022
Increased 7.1%+63,918 reported shares
SEC ref. $400.90Est. basis $462.11
Q3 2021
Increased 7.9%+53,202 reported shares
SEC ref. $397.93Est. basis $344.28
Q2 2021
Increased 0.8%+5,508 reported shares
SEC ref. $502.68Est. basis $340.03
Q1 2021
Increased 92.3%+319,723 reported shares
SEC ref. $486.05Est. basis $338.69
S&P GLOBAL INCSPGI
$620.7M
19.9%
+1.1%Est. vs filing basis
Position reduced 13.3%
Reported shares1,524,036
Current price$410.42
SEC reference price$407.26
Estimated filing-based basis$405.92
Position historySEC quarter-end observations
Q2 2026
Reduced 13.3%-234,038 reported shares
SEC ref. $407.26Est. basis $405.92
Q1 2026
Reduced 0.0%-105 reported shares
SEC ref. $425.34Est. basis $405.92
Q4 2025
Increased 0.2%+3,081 reported shares
SEC ref. $522.59Est. basis $405.92
Q3 2025
Unchanged
SEC ref. $486.71Est. basis $405.72
Q2 2025
Unchanged
SEC ref. $527.29Est. basis $405.72
Q1 2025
Unchanged
SEC ref. $508.10Est. basis $405.72
Q4 2024
Increased 2.9%+49,200 reported shares
SEC ref. $498.03Est. basis $405.72
Q3 2024
Increased 3.0%+50,337 reported shares
SEC ref. $516.62Est. basis $403.05
Q2 2024
Unchanged
SEC ref. $446.00Est. basis $399.60
Q1 2024
Unchanged
SEC ref. $425.45Est. basis $399.60
Q4 2023
Unchanged
SEC ref. $440.52Est. basis $399.60
Q3 2023
Unchanged
SEC ref. $365.41Est. basis $399.60
Q2 2023
Increased 18.9%+262,908 reported shares
SEC ref. $400.89Est. basis $399.60
Q1 2023
Unchanged
SEC ref. $344.77Est. basis $399.36
Q4 2022
Increased 7.5%+97,378 reported shares
SEC ref. $334.94Est. basis $399.36
Q3 2022
Unchanged
SEC ref. $305.35Est. basis $404.20
Q2 2022
Increased 8.9%+105,914 reported shares
SEC ref. $337.06Est. basis $404.20
Q3 2021
Increased 0.3%+4,000 reported shares
SEC ref. $424.89Est. basis $277.47
Q2 2021
Unchanged
SEC ref. $410.45Est. basis $277.00
Q1 2021
Increased 97.1%+627,003 reported shares
SEC ref. $352.87Est. basis $277.00
MOODYS CORPMCO
$596.6M
19.1%
+37.0%Est. vs filing basis
Unchanged
Reported shares1,317,188
Current price$467.36
SEC reference price$452.92
Estimated filing-based basis$341.24
Position historySEC quarter-end observations
Q2 2026
Unchanged
SEC ref. $452.92Est. basis $341.24
Q1 2026
Reduced 0.0%-104 reported shares
SEC ref. $436.25Est. basis $341.24
Q4 2025
Increased 0.2%+3,148 reported shares
SEC ref. $510.85Est. basis $341.24
Q3 2025
Unchanged
SEC ref. $476.48Est. basis $340.83
Q2 2025
Unchanged
SEC ref. $501.59Est. basis $340.83
Q1 2025
Unchanged
SEC ref. $465.69Est. basis $340.83
Q4 2024
Increased 2.0%+25,700 reported shares
SEC ref. $473.37Est. basis $340.83
Q3 2024
Increased 5.7%+70,034 reported shares
SEC ref. $474.59Est. basis $338.19
Q2 2024
Unchanged
SEC ref. $420.93Est. basis $330.35
Q1 2024
Unchanged
SEC ref. $393.03Est. basis $330.35
Q4 2023
Unchanged
SEC ref. $390.56Est. basis $330.35
Q3 2023
Unchanged
SEC ref. $316.17Est. basis $330.35
Q2 2023
Unchanged
SEC ref. $347.72Est. basis $330.35
Q1 2023
Unchanged
SEC ref. $306.02Est. basis $330.35
Q4 2022
Increased 5.1%+59,406 reported shares
SEC ref. $278.62Est. basis $330.35
Q3 2022
Unchanged
SEC ref. $243.11Est. basis $333.00
Q2 2022
Increased 7.2%+78,123 reported shares
SEC ref. $271.97Est. basis $333.00
Q3 2021
Increased 0.1%+1,000 reported shares
SEC ref. $355.11Est. basis $223.81
Q2 2021
Unchanged
SEC ref. $362.37Est. basis $223.69
Q1 2021
Increased 94.6%+561,717 reported shares
SEC ref. $298.61Est. basis $223.69
MASTERCARD INCORPORATEDMA
$547.5M
17.6%
+58.4%Est. vs filing basis
Position reduced 28.3%
Reported shares1,065,934
Current price$565.37
SEC reference price$513.60
Estimated filing-based basis$356.90
Position historySEC quarter-end observations
Q2 2026
Reduced 28.3%-421,562 reported shares
SEC ref. $513.60Est. basis $356.90
Q1 2026
Increased 0.0%+87 reported shares
SEC ref. $499.66Est. basis $356.90
Q4 2025
Increased 0.2%+2,637 reported shares
SEC ref. $570.88Est. basis $356.89
Q3 2025
Unchanged
SEC ref. $568.81Est. basis $356.51
Q2 2025
Unchanged
SEC ref. $561.94Est. basis $356.51
Q1 2025
Unchanged
SEC ref. $548.12Est. basis $356.51
Q4 2024
Unchanged
SEC ref. $526.57Est. basis $356.51
Q3 2024
Unchanged
SEC ref. $493.80Est. basis $356.51
Q2 2024
Unchanged
SEC ref. $441.16Est. basis $356.51
Q1 2024
Unchanged
SEC ref. $481.57Est. basis $356.51
Q4 2023
Reduced 0.3%-4,330 reported shares
SEC ref. $426.51Est. basis $356.51
Q3 2023
Unchanged
SEC ref. $395.91Est. basis $356.51
Q2 2023
Unchanged
SEC ref. $393.30Est. basis $356.51
Q1 2023
Reduced 4.3%-66,565 reported shares
SEC ref. $363.41Est. basis $356.51
Q4 2022
Reduced 1.2%-18,750 reported shares
SEC ref. $347.73Est. basis $356.51
Q3 2022
Unchanged
SEC ref. $284.34Est. basis $356.51
Q2 2022
Increased 2.1%+32,560 reported shares
SEC ref. $315.48Est. basis $356.51
Q3 2021
Increased 2.1%+28,309 reported shares
SEC ref. $347.68Est. basis $327.60
Q2 2021
Increased 0.8%+10,656 reported shares
SEC ref. $365.09Est. basis $327.17
Q1 2021
Increased 98.4%+665,544 reported shares
SEC ref. $356.05Est. basis $326.87
ASML HLDG NVASML
$340.4M
10.9%
+83.0%Est. vs filing basis
Unchanged
Reported shares171,083
Current price$1,687.43
SEC reference price$1,989.44
Estimated filing-based basis$922.00
Position historySEC quarter-end observations
Q2 2026
Unchanged
SEC ref. $1,989.44Est. basis $922.00
Q1 2026
Increased 35.5%+44,841 reported shares
SEC ref. $1,320.83Est. basis $922.00
Q4 2025
Increased 0.5%+615 reported shares
SEC ref. $1,069.86Est. basis $780.34
Q3 2025
Unchanged
SEC ref. $968.09Est. basis $778.92
Q2 2025
Unchanged
SEC ref. $801.39Est. basis $778.92
Q1 2025
Unchanged
SEC ref. $662.63Est. basis $778.92
Q4 2024
Unchanged
SEC ref. $693.08Est. basis $778.92
Q3 2024
Increased 99.7%+62,724 reported shares
SEC ref. $833.25Est. basis $778.92
Q2 2024
Unchanged
SEC ref. $1,022.73Est. basis $724.75
Q1 2024
Unchanged
SEC ref. $970.47Est. basis $724.75
Q4 2023
Unchanged
SEC ref. $756.92Est. basis $724.75
Q3 2023
Unchanged
SEC ref. $588.66Est. basis $724.75
Q2 2023
New position62,903 reported shares
SEC ref. $724.75Est. basis $724.75
VISA INCV
$158.8M
5.1%
+65.2%Est. vs filing basis
Position reduced 22.7%
Reported shares462,978
Current price$367.21
SEC reference price$343.09
Estimated filing-based basis$222.25
Position historySEC quarter-end observations
Q2 2026
Reduced 22.7%-135,775 reported shares
SEC ref. $343.09Est. basis $222.25
Q1 2026
Reduced 34.7%-317,657 reported shares
SEC ref. $302.24Est. basis $222.25
Q4 2025
Increased 0.5%+4,393 reported shares
SEC ref. $350.71Est. basis $222.25
Q3 2025
Unchanged
SEC ref. $341.38Est. basis $221.63
Q2 2025
Unchanged
SEC ref. $355.05Est. basis $221.63
Q1 2025
Unchanged
SEC ref. $350.46Est. basis $221.63
Q4 2024
Unchanged
SEC ref. $316.04Est. basis $221.63
Q3 2024
Unchanged
SEC ref. $274.95Est. basis $221.63
Q2 2024
Unchanged
SEC ref. $262.47Est. basis $221.63
Q1 2024
Unchanged
SEC ref. $279.08Est. basis $221.63
Q4 2023
Increased 0.8%+7,040 reported shares
SEC ref. $260.35Est. basis $221.63
Q3 2023
Unchanged
SEC ref. $230.01Est. basis $221.33
Q2 2023
Unchanged
SEC ref. $237.48Est. basis $221.33
Q1 2023
Reduced 9.9%-99,800 reported shares
SEC ref. $225.46Est. basis $221.33
Q4 2022
Increased 3.2%+31,300 reported shares
SEC ref. $207.76Est. basis $221.33
Q3 2022
Unchanged
SEC ref. $177.65Est. basis $221.77
Q2 2022
Unchanged
SEC ref. $196.89Est. basis $221.77
Q3 2021
Unchanged
SEC ref. $222.75Est. basis $179.68
Q2 2021
Unchanged
SEC ref. $233.82Est. basis $179.68
Q1 2021
Increased 88.7%+477,181 reported shares
SEC ref. $211.73Est. basis $179.68
INTUITINTU
$49.3M
1.6%
-32.2%Est. vs filing basis
Unchanged
Reported shares189,072
Current price$312.77
SEC reference price$261.00
Estimated filing-based basis$461.00
Position historySEC quarter-end observations
Q2 2026
Unchanged
SEC ref. $261.00Est. basis $461.00
Q1 2026
Reduced 14.5%-32,164 reported shares
SEC ref. $432.38Est. basis $461.00
Q4 2025
Reduced 15.3%-39,861 reported shares
SEC ref. $662.42Est. basis $461.00
Q3 2025
Reduced 0.8%-2,215 reported shares
SEC ref. $682.91Est. basis $461.00
Q2 2025
Reduced 11.5%-34,048 reported shares
SEC ref. $787.63Est. basis $461.00
Q1 2025
Reduced 26.1%-104,921 reported shares
SEC ref. $613.99Est. basis $461.00
Q4 2024
Reduced 9.6%-42,600 reported shares
SEC ref. $628.50Est. basis $461.00
Q3 2024
Unchanged
SEC ref. $621.00Est. basis $461.00
Q2 2024
Unchanged
SEC ref. $657.21Est. basis $461.00
Q1 2024
Unchanged
SEC ref. $650.00Est. basis $461.00
Q4 2023
Unchanged
SEC ref. $625.03Est. basis $461.00
Q3 2023
Unchanged
SEC ref. $510.94Est. basis $461.00
Q2 2023
Unchanged
SEC ref. $458.19Est. basis $461.00
Q1 2023
Increased 124.6%+246,810 reported shares
SEC ref. $445.83Est. basis $461.00
Q4 2022
Unchanged
SEC ref. $389.22Est. basis $479.90
Q3 2022
Increased 1.0%+2,000 reported shares
SEC ref. $387.32Est. basis $479.90
Q2 2022
Unchanged
SEC ref. $385.44Est. basis $480.84
Q3 2021
Unchanged
SEC ref. $539.51Est. basis $274.51
Q2 2021
Unchanged
SEC ref. $490.17Est. basis $274.51
Q1 2021
Increased 86.0%+99,480 reported shares
SEC ref. $383.06Est. basis $274.51

Performance

Estimated 1Y performanceFiling-based estimate

-17.76%

Coverage 100% High coverage

Quarterly performanceBackend-published quarter legs within the 1Y estimate
2025-09-30-8.15%
2025-12-31+6.52%
2026-03-31-20.99%
2026-06-30+6.38%

Displayed legs are backend-ready filing-based estimates. They explain the path of the published 1Y result and are not summed or compounded in the browser.

MethodologyMIL_SEC_PERFORMANCE_V2_EXIT_AWARE_M2M
What this measures

Estimated return from standardized SEC-reported portfolio observations using the approved filing-based methodology. It is not an actual transaction-level or realized investor return.

Portfolio history

Q2 2026
$3.12B
7 positions
Q1 2026
$3.38B
7 positions
Q4 2025
$4.41B
9 positions
Q3 2025
$4.16B
9 positions
Q2 2025
$4.53B
9 positions

Methodology

1. Start with SEC filings

Official Form 13F filings and the canonical MarketInsiderLab filing record are authoritative. Unsupported or unverified data is withheld.

2. Use the verified filing denominator

Portfolio weights use the verified full filing total. Security identity and corporate-action continuity are reconciled before publication.

3. Compare verified quarter-end snapshots

Changes describe differences between verified SEC-reported quarter-end positions. They are not presented as exact buys, sells, trade dates, or execution prices.

4. Keep estimates clearly separated

Estimated filing-based basis and filing-based performance are backend-calculated research estimates, not actual execution prices or audited fund returns.

1-year performance is published only when four consecutive quarterly estimates pass QA and the weakest quarterly leg has at least 70% measurable coverage. Coverage of 90% or more is labeled High coverage; 70–89.9% is labeled Partial estimate. Lower-coverage estimates are withheld.

Dev Kantesaria portfolio FAQ

Who is the SEC reporting manager for Dev Kantesaria?
Valley Forge Capital Management, LP is the verified Form 13F reporting manager, CIK 0001697868. The filing is signed by Devang Kantesaria.
What is the largest reported holding?
The latest verified filing ranks Fair Isaac among Valley Forge Capital Management’s largest disclosed positions. The concentration table above is driven from the current filing payload.
How often is this portfolio updated?
The tracker updates from quarterly Form 13F disclosures after Valley Forge Capital Management files with the SEC.
MarketInsiderLab tracks what public filings actually show.

Research and context — not a recommendation to copy any investor’s trades.

Explore investor portfolios →

Dev Kantesaria portfolio FAQ

Who is the SEC reporting manager for Dev Kantesaria?
Valley Forge Capital Management, LP is the verified Form 13F reporting manager, CIK 0001697868. The filing is signed by Devang Kantesaria.
What is the largest reported holding?
The latest verified filing ranks Fair Isaac among Valley Forge Capital Management’s largest disclosed positions. The concentration table above is driven from the current filing payload.
How often is this portfolio updated?
The tracker updates from quarterly Form 13F disclosures after Valley Forge Capital Management files with the SEC.
MarketInsiderLab tracks what public filings actually show.Research and context — not a recommendation to copy any investor’s trades.
Explore investor portfolios →