Valley Forge Capital Dev Kantesaria

Top positions activity

Value History

Quarterly report: Q2 2026

Total portfolio value: $3.1B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FICO
Fair, Isaac Corp. 803.1M 25.77% 672.2K -97.2K ↓12.63%
SPGI
S&P Global Inc 620.7M 19.91% 1.5M -234.0K ↓13.31%
MCO
Moody`s Corp. 596.6M 19.14% 1.3M =
MA
Mastercard Incorporated - Class A 547.5M 17.56% 1.1M -421.6K ↓28.34%
ASML
ASML Holding NV - New York Shares 340.4M 10.92% 171.1K =
V
Visa Inc - Class A 158.8M 5.09% 463.0K -135.8K ↓22.68%
INTU
Intuit Inc 49.3M 1.58% 189.1K =