Dev Kantesaria - Valley Forge Capital Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 14, 2025 | |
| Total Stocks | 9 | |
| Portfolio Value | $4.53B |
Portfolio Overview
Comprehensive analysis of Dev Kantesaria's investment portfolio
8
Total Holdings
$4.4B
Portfolio Value
Financial Services
Top Sector
3
Sectors
Investment Strategy Insights
- • Dev Kantesaria maintains a diversified portfolio across 3 sectors
- • Top 5 holdings represent 91.6% of the portfolio
- • Largest position: FAIR ISAAC CORP (FICO) at 31.0%