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%

Trends by sector

Investment Adjustments from Previous Filing

Valley Forge Capital Management Holdings

Symbol	Company	Portfolio %	Price	Quantity	Change Qty	Change Value	% Change	Total Value
FICO FAIR ISAAC CORP	FAIR ISAAC CORP	31.03%	$1827.96	768,422	-	-	-	$1,404,644,679
SPGI S&P GLOBAL INC	S&P GLOBAL INC	20.44%	$527.29	1,755,098	-	-	-	$925,445,624
MA MASTERCARD INCORPORATED	MASTERCARD INCORPORATED	18.43%	$561.94	1,484,772	-	-	-	$834,352,778
MCO MOODYS CORP	MOODYS CORP	14.56%	$501.59	1,314,144	-	-	-	$659,161,489
V VISA INC	VISA INC	7.15%	$355.05	912,017	-	-	-	$323,811,636
INTU INTUIT	INTUIT	4.58%	$787.63	263,312	-34,048	-$26,817,226	-11.45%	$207,392,431
EFX EQUIFAX INC	EQUIFAX INC	0.82%	$259.37	144,000	-	-	-	$37,349,280
MSCI MSCI INC	MSCI INC	0.76%	$576.74	59,700	-	-	-	$34,431,378

Dev Kantesaria - Valley Forge Capital Management Portfolio Holdings | insiderset.com