Valley Forge Capital (Dev Kantesaria)
Valley Forge Capital (Dev Kantesaria) (Valley Forge Capital Management, LP) reported 7 positions worth $3.12B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: FICO (25.8%). Biggest move: reduce MA ($216.5M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FICO | SH | $803.1M | 25.77% | 8.3 Years | 672,186 | — | — | |
| ▸ 2 | SPGI | SH | $620.7M | 19.92% | 9.8 Years | 1,524,036 | — | — | |
| ▸ 3 | MCO | SH | $596.6M | 19.14% | 9.8 Years | 1,317,188 | — | — | |
| ▸ 4 | MA | SH | $547.5M | 17.57% | 9.8 Years | 1,065,934 | — | — | |
| ▸ 5 | ASML | SH | $340.4M | 10.92% | 3.3 Years | 171,083 | — | — | |
| ▸ 6 | V | SH | $158.8M | 5.10% | 9.8 Years | 462,978 | — | — | |
| ▸ 7 | INTU | SH | $49.3M | 1.58% | 9.8 Years | 189,072 | — | — |
Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| TCI Fund Management (Chris Hohn) | 20.0% | MCO, SPGI, V |
| Akre Capital Management | 18.2% | FICO, MCO, V, MA |
| Aquamarine (Guy Spier) | 16.7% | MCO, MA |
| Egerton Capital (UK) | 15.4% | MCO, SPGI, V, MA |
| Lindsell Train (Nick Train) | 12.9% | FICO, INTU, SPGI, V |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Valley Forge Capital (Dev Kantesaria) hold as of Q2 2026?
Valley Forge Capital (Dev Kantesaria) reported 7 positions worth $3.12B in its Q2 2026 13F filing. Largest positions: FICO (25.8%), SPGI (19.9%), MCO (19.1%), MA (17.6%) and ASML (10.9%).
What did Valley Forge Capital (Dev Kantesaria) buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Valley Forge Capital (Dev Kantesaria) sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.