Dev Kantesaria's SPGI Position Overview
Dev Kantesaria (via Valley Forge Capital Management, LP) currently holds 1.8M shares of S&P Global Inc. (SPGI) worth $854.22 M, representing 20.55% 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 SPGI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 627.0K shares. Largest reduction occurred in Q4 2021, reducing 163.6K shares.
Analysis based on 13F filings available since 2013 Q2
Dev Kantesaria's S&P Global (SPGI) Holding Value Over Time
Track share changes against reported price movement
Quarterly S&P Global (SPGI) Trades by Dev Kantesaria
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
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Dev Kantesaria's S&P Global Investment FAQs
Dev Kantesaria first purchased S&P Global Inc. (SPGI) in Q4 2016, acquiring 292,209 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 S&P Global Inc. (SPGI) 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 S&P Global Inc. (SPGI) was in Q1 2021, adding 1,272,544 shares worth $449.04 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 1,755,098 shares of S&P Global Inc. (SPGI), valued at approximately $854.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, S&P Global Inc. (SPGI) represents approximately 20.55% 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 S&P Global Inc. (SPGI) was 1,755,098 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.