Dev Kantesaria - Valley Forge Capital Management Portfolio

Period Date  Mar 31, 2025
Filing Date  May 15, 2025
Total Stocks  9
Portfolio Value  $4.39B
Balances
Holdings
Activity
Options
Allocation
Strategy

Portfolio Overview

Comprehensive analysis of Dev Kantesaria's investment portfolio

8
Total Holdings
$4.3B
Portfolio Value
Financial Services
Top Sector
3
Sectors

Investment Strategy Insights

  • • Dev Kantesaria maintains a diversified portfolio across 3 sectors
  • • Top 5 holdings represent 92.4% of the portfolio
  • • Largest position: FAIR ISAAC CORP (FICO) at 32.3%

Trends by sector

Investment Adjustments from Previous Filing

Valley Forge Capital Management Holdings

SymbolPortfolio %Total Value
FICO
FAIR ISAAC CORP
32.29%$1,417,093,116
SPGI
S&P GLOBAL INC
20.32%$891,765,294
MA
MASTERCARD INCORPORATED
18.54%$813,833,229
MCO
MOODYS CORP
13.94%$611,983,719
V
VISA INC
7.28%$319,625,478
INTU
INTUIT
4.16%$182,576,066
EFX
EQUIFAX INC
0.80%$35,072,640
MSCI
MSCI INC
0.77%$33,760,350