Dev KantesariaDevang Kantesaria

Valley Forge Capital Management, Lp

Assets Managed

$3.376B

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 7d ago

Growth Rate

-23.47%(2Q avg: -8.67%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Valley Forge Capital Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 7 positions.

Assets under management

The assets under management (AUM) of Valley Forge Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.376B in assets, with a quarterly growth rate of -23.47% and a 2-quarter average growth rate of -8.67%. The portfolio is managed by Dev Kantesaria, Devang Kantesaria, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FICO Fair Isaac Corp Recent Activity Decreased -0.01%	24.34%	$821.303M 769,342 shares@ $1067.55 avg price	Decreased -0.01%
SPGI S&p Global Inc Recent Activity Decreased 0%	22.16%	$747.779M 1.758M shares@ $425.34 avg price	Decreased 0%
MA Mastercard Inc - A Recent Activity Increased 0.01%	22.02%	$743.242M 1.487M shares@ $499.66 avg price	Increased 0.01%
MCO Moody's Corp Recent Activity Decreased 0%	17.03%	$574.623M 1.317M shares@ $436.25 avg price	Decreased 0%
ASML Asml Holding Nv-ny Reg Shs Recent Activity Increased 35.52%	6.7%	$225.972M 171,083 shares@ $1320.84 avg price	Increased 35.52%
V Visa Inc-class A Shares Recent Activity Decreased -34.66%	5.37%	$180.967M 598,753 shares@ $302.25 avg price	Decreased -34.66%
INTU Intuit Inc Recent Activity Decreased -14.53%	2.43%	$81.751M 189,072 shares@ $432.38 avg price	Decreased -14.53%

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