Dev Kantesaria's Q1 2026 Portfolio Activity: Strategic Shifts in Tech and Financial Services

Valley Forge Capital Management's Dev Kantesaria saw significant changes in his portfolio during the first quarter of 2026, as reported on InsiderSet. The portfolio, valued at approximately $3.38 billion as of March 31, 2026, displayed notable shifts across several key holdings.

Among the most pronounced activities were substantial increases in holdings. Moody's Corporation (MCO) saw a significant boost, with a 0.23% increase in shares held by Kantesaria during the quarter. Similarly, ASML Holding N.V. (ASML) experienced a dramatic surge, with a 36.18% jump in shares, indicating strong confidence in the semiconductor equipment leader.

In contrast, Kantesaria reduced exposure in two major holdings. Visa Inc. (V) faced a substantial decrease, with a 34.35% reduction in shares, while Intuit (INTU) also saw a significant decline of 27.59% in its share count during the period.

Other notable movements included modest increases in shares of Fair Isaac Corporation (FICO), S&P Global Inc. (SPGI), and Mastercard Incorporated (MA), all falling within the Financial Services and Technology sectors. These changes reflect a strategic rebalancing focused on growth potential in semiconductor technology and selective adjustments in established financial services names.

No information is available to indicate that Kantesaria established new positions or fully exited any existing positions during this quarter.