Dev Kantesaria
Valley Forge Capital Management · Concentrated quality Runs a highly concentrated portfolio of a handful of high-margin, capital-light businesses with durable pricing power, held for the long term.
Showing all 7 reported 13(f) positions; TradingPilot links only the 2 matching its curated universe — a licensed CUSIP↔ticker database was not used. Unmapped positions render as plain text, exactly as filed.
Portfolio allocation (reported 13F equity)
Long US-listed equity positions only; options excluded.
- FAIR ISAAC CORP25.8%
- S&P GLOBAL INC19.9%
- MOODYS CORP19.1%
- MASTERCARD INCORPORATED17.6%
- ASML10.9%
- V5.1%
- INTUIT1.6%
Reported 13F equity value — not a return, not AUM
Long US-listed equity positions only; filed with a ~45-day lag.
| # | Ticker | Security (as filed) | % of 13F | Shares | Reported price | Current | Value | Activity |
|---|---|---|---|---|---|---|---|---|
| 1 | — | FAIR ISAAC CORP | 25.8% | 672,186 | $1,194.78 | — | $803.1M | Trimmed −13% |
| 2 | — | S&P GLOBAL INC | 19.9% | 1,524,036 | $407.26 | — | $620.7M | Trimmed −13% |
| 3 | — | MOODYS CORP | 19.1% | 1,317,188 | $452.92 | — | $596.6M | Held +0% |
| 4 | — | MASTERCARD INCORPORATED | 17.6% | 1,065,934 | $513.60 | — | $547.5M | Trimmed −28% |
| 5 | ASML | ASML HLDG NV | 10.9% | 171,083 | $1,989.44 | $1,675.70 -15.8% | $340.4M | Held +0% |
| 6 | V | VISA INC | 5.1% | 462,978 | $343.09 | $410.54 +19.7% | $158.8M | Trimmed −23% |
| 7 | — | INTUIT | 1.6% | 189,072 | $261.00 | — | $49.3M | Held +0% |
Reported price = value ÷ shares at the quarter-end — an average, NOT the manager's buy/sell price.
Current shows the stock's price change since the filing quarter-end (mapped names only) — it is the STOCK's move, not the manager's realized return (we don't know their cost basis or whether they still hold).
TradingPilot analysis of the reported 13F equity book
As of 2026Q2, Dev Kantesaria's reported 13F book holds 7 equity positions; the top 5 are 93% of it.
- FAIR ISAAC CORP — 25.8% of 13F
- S&P GLOBAL INC — 19.9% of 13F
- MOODYS CORP — 19.1% of 13F
- MASTERCARD INCORPORATED — 17.6% of 13F
- ASML HLDG NV (ASML) — 10.9% of 13F
This quarter: 0 new, 0 added, 4 trimmed, 0 sold out.
- MASTERCARD INCORPORATED — Trimmed (−421,562 sh)
- S&P GLOBAL INC — Trimmed (−234,038 sh)
- VISA INC (V) — Trimmed (−135,775 sh)
- FAIR ISAAC CORP — Trimmed (−97,156 sh)