Dev Kantesaria - Valley Forge Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 9 | |
| Portfolio Value | $4.39B |
Portfolio Overview
Comprehensive analysis of Dev Kantesaria's investment portfolio
8
Total Holdings
$4.4B
Portfolio Value
Mar 31, 2025
Latest Filing
32.3%
Largest Position
Top Holdings
1
FICO
FAIR ISAAC CORP
$1.4B
32.3%
↓-0.0%
2
SPGI
S&P GLOBAL INC
$891.8M
20.3%
3
MA
MASTERCARD INCORPORATED
$813.8M
18.5%
4
MCO
MOODYS CORP
$612.0M
13.9%
5
V
VISA INC
$319.6M
7.3%
Recent Activity
MSCI
MSCI Inc.
-59,700
Jun 30, 2025
EFX
Equifax, Inc.
-144,000
Jun 30, 2025
INTU
Intuit Inc.
-297,360
Jun 30, 2025