Dev Kantesaria Top Holdings of Q4 2025
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 769,424 | $1.3 B | 29.49% | 7.5 Years | +0.13% | ||
| 1.76 M | $918.81 M | 20.83% | 9 Years | +0.18% | ||
| 1.49 M | $849.13 M | 19.25% | 9 Years | +0.18% | ||
| 1.32 M | $672.94 M | 15.25% | 9 Years | +0.24% | ||
| 916,410 | $321.39 M | 7.29% | 9 Years | +0.48% | ||
| 221,236 | $146.55 M | 3.32% | 9 Years | -15.27% | ||
| 126,242 | $135.06 M | 3.06% | 2.5 Years | +0.49% | ||
| 60,770 | $34.87 M | 0.79% | 1 Years | +1.79% | ||
| 146,352 | $31.76 M | 0.72% | 1 Years | +1.63% |
Recent Moves
Dev Kantesaria's Historical Top Holdings Overview
Portfolio Date:
Dev Kantesaria Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 12/31/2025 | Reduce -15.3% | 221,236 | -39,861 | $26.4 M | ||
| 12/31/2025 | Add 0.1% | 769,424 | 1,002 | $1.69 M | ||
| 12/31/2025 | Add 0.2% | 1.76 M | 3,081 | $1.61 M | ||
| 12/31/2025 | Add 0.2% | 1.32 M | 3,148 | $1.61 M | ||
| 12/31/2025 | Add 0.5% | 916,410 | 4,393 | $1.54 M | ||
| 12/31/2025 | Add 0.2% | 1.49 M | 2,637 | $1.51 M | ||
| 12/31/2025 | Add 0.5% | 126,242 | 615 | $657,963.9 | ||
| 12/31/2025 | Add 1.8% | 60,770 | 1,070 | $613,891.1 | ||
| 12/31/2025 | Add 1.6% | 146,352 | 2,352 | $510,336.96 | ||
| 09/30/2025 | Reduce -0.8% | 261,097 | -2,215 | $1.51 M |
Dev Kantesaria's Portfolio Sector Breakdown
Portfolio Date:
About Dev Kantesaria
Dev Kantesaria is the Founder and Portfolio Manager of Valley Forge Capital Management, a Pennsylvania-based investment firm he established in 2007. Distinguished by a unique background that blends science and finance, Kantesaria holds an M.D. from Harvard Medical School and previously worked as a Venture Capitalist before transitioning to public equity markets. This non-traditional path provided him with a rigorous analytical framework and a deep understanding of business quality. Starting with a modest amount of capital, he has built Valley Forge into a multi-billion dollar firm, earning a reputation as a "Super Investor" for generating exceptional, market-beating returns over nearly two decades through a disciplined, long-only strategy.
Frequently Asked Questions
Dev Kantesaria did not initiate any new positions in the latest quarter.
Dev Kantesaria's firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.
Dev Kantesaria Portfolio and Latest Trades
📑 This page provides a complete record of Dev Kantesaria’s stock and ETF transactions based on SEC Form 13F filings. All trades are listed in reverse chronological order, allowing investors to follow his historical buy and sell decisions across multiple decades.
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| INTU | 12/31/2025 | Reduce -15.3% | 221,236 | -39,861 | $26.4 M | |
| FICO | 12/31/2025 | Add 0.1% | 769,424 | +1,002 | $1.69 M | |
| SPGI | 12/31/2025 | Add 0.2% | 1.76 M | +3,081 | $1.61 M | |
| MCO | 12/31/2025 | Add 0.2% | 1.32 M | +3,148 | $1.61 M | |
| V | 12/31/2025 | Add 0.5% | 916,410 | +4,393 | $1.54 M | |
| MA | 12/31/2025 | Add 0.2% | 1.49 M | +2,637 | $1.51 M | |
| ASML | 12/31/2025 | Add 0.5% | 126,242 | +615 | $657,963.9 | |
| MSCI | 12/31/2025 | Add 1.8% | 60,770 | +1,070 | $613,891.1 | |
| EFX | 12/31/2025 | Add 1.6% | 146,352 | +2,352 | $510,336.96 | |
| INTU | 09/30/2025 | Reduce -0.8% | 261,097 | -2,215 | $1.51 M | |
| INTU | 06/30/2025 | Reduce -11.5% | 263,312 | -34,048 | $26.82 M | |
| INTU | 03/31/2025 | Reduce -26.1% | 297,360 | -104,921 | $64.42 M | |
| FICO | 03/31/2025 | Reduce -2.0% | 768,422 | -15,700 | $28.95 M | |
| AZPN | 12/31/2024 | Sold Out | 0 | -295,485 | $70.57 M | |
| FICO | 12/31/2024 | Reduce -3.1% | 784,122 | -24,671 | $49.12 M | |
| EFX | 12/31/2024 | New Buy | 144,000 | +144,000 | $36.7 M | |
| MSCI | 12/31/2024 | New Buy | 59,700 | +59,700 | $35.82 M | |
| INTU | 12/31/2024 | Reduce -9.6% | 402,281 | -42,600 | $26.77 M | |
| SPGI | 12/31/2024 | Add 2.9% | 1.76 M | +49,200 | $24.5 M | |
| MCO | 12/31/2024 | Add 2.0% | 1.31 M | +25,700 | $12.17 M |
Dev Kantesaria's Latest 13F Holdings
📑 This page provides a detailed view of Dev Kantesaria's portfolio holdings based on official SEC Form 13F filings. Investors can review the latest quarter's positions and seamlessly switch between different quarters to explore how the portfolio has evolved over time.
Holdings are categorized into Stocks/ETFs, Options, Debt, and Other, with transaction markers such as New Buy, Add, Reduce, No Change, and Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions like stock splits.
In addition, we calculate the holding duration of each asset, allowing investors to see how long positions have been maintained across quarters. By exploring both current and historical holdings, users gain insights into turnover, portfolio concentration, asset allocation shifts, and the top stock and ETF positions of Dev Kantesaria.
| Name | Shares | Value | % of Portfolio | Time Held | % Change | |
|---|---|---|---|---|---|---|
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Note: Shares, Shares Change - split-adjusted.
Dev Kantesaria’s Quarterly 13F Portfolio History
📊 This page provides a historical view of Dev Kantesaria’s portfolio holdings based on official SEC Form 13F filings.
Explore how investments have evolved quarter by quarter, with insights into turnover rates, portfolio concentration, asset allocation shifts, and the firm’s top 10 stock and ETF positions.
| Quarter | Holdings | Total Value | Turnover Rate | Top 10 Stock & ETF Holdings |
|---|