Valley Forge Capital Management, LP — 13F-HR — 2026-06-30
U.S. SEC EDGAR · Published 14 Aug 2026 · Collected 22 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
PERSON / P131INVESTOR
Dev Kantesaria
Dev Kantesaria is identified as Valley Forge Capital Management’s managing partner in a 2021 original podcast introduction. The portfolio shown is the institution’s dated filing.
Biography: www.theinvestorspodcast.com
READ THIS FIRST ↗
These are disclosures by an associated institution. The person’s name provides context; it does not establish current management, personal ownership or who made the trade.
A CLOSER LOOK / 30 Jun 2026Largest positions
Largest positions
in this source table.
Weights calculated from the complete reported table of U.S. SEC EDGAR. Denominator: that source’s disclosed public table, not personal wealth.
See source & scope ↗FAIR ISAAC CORP
25.77%
S&P GLOBAL INC
19.92%
MOODYS CORP
19.14%
MASTERCARD INCORPORATED
17.57%
ASML HLDG NV
Top 5 of 7 selected source-table records. 10.92%
Comparison unavailable.
Split adjustments and security identity require review before comparison.
01 / THE RECORDS7 MATCHING RECORDS
The disclosed positions.
2 record sources ↗| ASSET / SECURITY | REPORTED QUANTITY | REPORTED VALUE / USD | WEIGHT | QUARTERLY ACTIVITY | RECORD TYPE / OWNER | SOURCE |
|---|---|---|---|---|---|---|
| 303250104FAIR ISAAC CORP | 672,186shares | $803,114,389Reported market value$1,194.78 / reported unit (derived) | 25.77%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 78409V104S&P GLOBAL INC | 1,524,036shares | $620,678,901Reported market value$407.26 / reported unit (derived) | 19.92%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 615369105MOODYS CORP | 1,317,188shares | $596,580,789Reported market value$452.92 / reported unit (derived) | 19.14%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 57636Q104MASTERCARD INCORPORATED | 1,065,934shares | $547,463,702Reported market value$513.6 / reported unit (derived) | 17.57%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| N07059210ASML HLDG NV | 171,083shares | $340,359,364Reported market value$1,989.44 / reported unit (derived) | 10.92%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 92826C839VISA INC | 462,978shares | $158,843,122Reported market value$343.09 / reported unit (derived) | 5.10%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
| 461202103INTUIT | 189,072shares | $49,347,792Reported market value$261 / reported unit (derived) | 1.58%Share of this filing table | No comparable prior disclosure | Quarter-end positionAssociated institution30 Jun 2026 | U.S. SEC EDGAR ↗Record details ↗ |
Figures retain their source’s meaning. Unknown is not zero. Dates, share classes and option exposures may differ; source-table coverage is not a complete personal portfolio.
02 / THE REFERENCES
Go back to the evidence.
Details ↗Open in the source library ↗
Valley Forge Capital Management, LP — 13F-HR — 2026-03-31
U.S. SEC EDGAR · Published 15 May 2026 · Collected 22 Oct 2026
Original SEC XML preserved; count and dollar total reconciled; manager attribution retained · Original document retrieved
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