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Quality Investing

Dev Kantesaria (Valley Forge Capital Management, LP) disclosed 9 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $4.16 B billion and a turnover rate of 0.0%.

Dev Kantesaria (Valley Forge Capital Management, LP) disclosed 9 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $4.16 B billion and a turnover rate of 0.0%. 📊 Asset Allocation Breakdown - Stocks/ETFs: 9 📈 Stocks/ETFs Activity Summary - New Positions: 0 - Increased Positions: 0 - Decreased Positions: 0 - Sold Out Positions: 0
$4.16 B
Portfolio
9
Holdings
Q3 2025 Report
Filed Nov 14, 2025
0.03%
Turnover

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.

By tracking these filings across multiple decades, investors can gain a transparent perspective on the long‑term strategy and decision‑making patterns of one of the world’s most renowned institutional investors.