13F FILER • DEV KANTESARIA
Valley Forge Capital
Dev Kantesaria — Valley Forge Capital Management, LP
No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.
7
Positions
$3.1B
Reported Value
100%
In Top 10
—
Claims Indexed
Largest reported positions
VALLEY FORGE CAPITAL MANAGEMENT, LP • CIK 0001697868 • 2026-06-30 • FILED 2026-08-14
WHAT CHANGED THIS QUARTER
In its Q2 2026 13F, filed Aug 14, 2026, Valley Forge Capital reported 7 positions worth $3.1B in US-listed stock. The largest stock position is Fair Isaac Corp at 25.8% of the reported book.
Among positions it already held, the biggest cuts were Mastercard Incorporated (−28%), Visa Inc (−23%) and S&P Global Inc (−13%).
| Issuer | Value | Weight | Shares QoQ |
|---|---|---|---|
| FAIR ISAAC CORP | $803.1M | 25.8% | -13% |
| S&P GLOBAL INC | $620.7M | 19.9% | -13% |
| MOODYS CORP | $596.6M | 19.1% | — |
| MASTERCARD INCORPORATED | $547.5M | 17.6% | -28% |
| ASML HLDG NV | $340.4M | 10.9% | — |
| VISA INC | $158.8M | 5.1% | -23% |
| INTUIT | $49.3M | 1.6% | — |
7 of 7 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.