Dev Kantesaria — Valley Forge Capital Management, LP
Dev KantesariaValley Forge Capital Management, LP
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| FICO | Fair Isaac Corporation | 672,186 | $803.1M | 25.8% |
| SPGI | S&P Global Inc. | 1,524,036 | $620.7M | 19.9% |
| MCO | Moody's Corporation | 1,317,188 | $596.6M | 19.1% |
| MA | Mastercard Incorporated | 1,065,934 | $547.5M | 17.6% |
| ASML | ASML Holding N.V. | 171,083 | $340.4M | 10.9% |
| V | Visa Inc. | 462,978 | $158.8M | 5.1% |
| INTU | Intuit Inc. | 189,072 | $49.3M | 1.6% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.