Dev Kantesaria's Top Holdings Analysis: Portfolio Focus on Financial Services and Technology Stocks

As of March 31, 2026, Dev Kantesaria, Managing Director at Valley Forge Capital Management, maintains a substantial portfolio with a total value of approximately $3.38 billion. This portfolio is heavily concentrated in Financial Services and Technology sectors, with seven companies accounting for the majority of the holdings.

Kantesaria's portfolio is dominated by Financial Services stocks, which collectively represent over 65% of the total portfolio value. S&P Global Inc. (SPGI) stands out as the largest holding, with a stock value of $747.8 million and a 22.15% allocation. Mastercard Incorporated (MA) follows closely with $743.2 million in value and a 22.02% stake, while Moody's Corporation (MCO) holds $574.6 million, representing 17.02% of the portfolio.

In the Technology sector, Fair Isaac Corporation (FICO) is the largest holding, valued at $821.3 million and accounting for 24.33% of the portfolio. The investor also holds significant stakes in ASML Holding N.V. (ASML) and Intuit Inc. (INTU).

Recent changes in holdings are noteworthy. Kantesaria increased shares in several companies, including Moody's (up 0.23%), S&P Global (up 0.17%), and Mastercard (up 0.18%). There was a substantial increase in ASML shares, with a 36.18% change in shares, indicating strong confidence in this semiconductor equipment company.

Conversely, the investor reduced positions in Visa Inc. (V) and Intuit. The stake in Visa decreased by 34.35% in shares, while the position in Intuit saw an even steeper decline of 27.59% in shares.

For detailed insights into Dev Kantesaria's investment strategy and performance, visit his profile on Insiderset: https://www.insiderset.com/investor/dev-kantesaria-valley-forge-capital-management. You can explore each stock holding individually by visiting their respective pages on Insiderset: FICO, S&P Global, Mastercard, Moody's, ASML, Visa, and Intuit.