Dev Kantesaria's Top Holdings: Focus on Financial Services and Technology with Significant Share Changes
Valley Forge Capital Management's Dev Kantesaria holds major positions in Financial Services and Technology sectors as of March 31, 2026, with notable increases in ASML and decreases in V and INTU.
As of March 31, 2026, Dev Kantesaria's portfolio at Valley Forge Capital Management totals approximately $3.38 billion, with significant allocations to Financial Services and Technology sectors. The top holdings include positions in S&P Global Inc. (SPGI), Mastercard Incorporated (MA), Moody's Corp (MCO), Visa Inc. (V), and Intuit (INTU), among others.
Among the top holdings, ASML Holding N.V. (ASML) shows a substantial increase in shares, with a 36.18% rise in position size during the prior period. This significant growth may indicate confidence in the semiconductor equipment sector.
Conversely, Visa Inc. (V) experienced a notable decrease, with a 34.35% reduction in shares held. Similarly, Intuit (INTU) saw an 27.59% decline in its position. These changes reflect dynamic adjustments in Kantesaria's investment strategy.
For detailed insights into Kantesaria's investment activities, including complete portfolio breakdowns and historical performance, visit the investor profile at https://www.insiderset.com/investor/dev-kantesaria-valley-forge-capital-management. For specific stock analysis, explore the company profiles at https://www.insiderset.com/investors/stocks/ASML, https://www.insiderset.com/investors/stocks/SPGI, https://www.insiderset.com/investors/stocks/MA, https://www.insiderset.com/investors/stocks/MCO, https://www.insiderset.com/investors/stocks/V, and https://www.insiderset.com/investors/stocks/INTU.