Dev Kantesaria's Quarterly Portfolio Trends: Key Share Increases and Decreases
Dev Kantesaria's portfolio, valued at $3.38 billion as of March 31, 2026, showed significant changes in holdings, including major increases in ASML and decreases in Visa and Intuit.
As of March 31, 2026, Dev Kantesaria's portfolio at Valley Forge Capital Management was valued at approximately $3.38 billion. The portfolio's top holdings reflect notable quarterly changes in share counts, with some positions increasing significantly while others decreased substantially.
Among the top holdings, ASML Holding N.V. (ASML) saw the most significant increase in its share count, rising by 36.18% quarter-over-quarter. This translates to an approximate increase of $22.6 million in its position value. Investors can explore ASML's profile further at https://www.insiderset.com/investors/stocks/ASML.
Other notable increases include Moody's Corporation (MCO) with a 0.23% share increase, S&P Global Inc. (SPGI) with a 0.17% increase, Mastercard Incorporated (MA) with a 0.18% increase, and Fair Isaac Corporation (FICO) with a modest 0.12% increase.
Conversely, Visa Inc. (V) experienced a substantial decrease of 34.35% in its share count, leading to a reduction in its position value by approximately $18.1 million. Intuit (INTU) also saw a significant decline, with a 27.59% decrease in shares, resulting in a nearly $8.2 million reduction in its value. FICO's share count decreased slightly by 0.12%.
For a complete overview of Dev Kantesaria's investment activity, visit his profile at https://www.insiderset.com/investor/dev-kantesaria-valley-forge-capital-management.