Dev Kantesaria's MA Position Overview
Dev Kantesaria (via Valley Forge Capital Management, LP) currently holds 1.5M shares of Mastercard Incorporated (MA) worth $844.55 M, representing 20.32% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Dev Kantesaria has maintained a strategic position in MA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 665.5K shares. Largest reduction occurred in Q1 2023, reducing 66.6K shares.
Analysis based on 13F filings available since 2013 Q2
Dev Kantesaria's Mastercard Incorporated (MA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Mastercard Incorporated (MA) Trades by Dev Kantesaria
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
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Dev Kantesaria's Mastercard Incorporated Investment FAQs
Dev Kantesaria first purchased Mastercard Incorporated (MA) in Q4 2016, acquiring 34,750 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Dev Kantesaria has held Mastercard Incorporated (MA) for 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Dev Kantesaria's largest addition to Mastercard Incorporated (MA) was in Q1 2021, adding 1,342,158 shares worth $477.88 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Dev Kantesaria's firm, Valley Forge Capital Management, LP, owns 1,484,772 shares of Mastercard Incorporated (MA), valued at approximately $844.55 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Mastercard Incorporated (MA) represents approximately 20.32% of Dev Kantesaria's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Dev Kantesaria's peak holding in Mastercard Incorporated (MA) was 1,574,417 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.