Dev Kantesaria's V Position Overview
Dev Kantesaria (via Valley Forge Capital Management, Lp) currently holds 912,017 shares of Visa Inc. (V) worth $311.34 M, representing 7.49% 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 V, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 477,181 shares. Largest reduction occurred in Q1 2023, reducing 99,800 shares.
Analysis based on 13F filings available since 2013 Q2
Dev Kantesaria's Visa (V) Holding Value Over Time
Track share changes against reported price movement
Quarterly Visa (V) Trades by Dev Kantesaria
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2016 | +82,001 | Add 0.00% | 82,000 | $78.02 |
| Q4 2018 | +10,000 | Add 12.20% | 92,000 | $131.93 |
| Q1 2019 | +357,922 | Add 389.05% | 449,922 | $156.19 |
| Q2 2019 | +19,000 | Add 4.22% | 468,922 | $173.55 |
| Q3 2019 | +14,000 | Add 2.99% | 482,922 | $172.01 |
| Q4 2020 | +55,200 | Add 11.43% | 538,122 | $218.73 |
| Q1 2021 | +477,181 | Add 88.68% | 1.02 M | $211.73 |
| Q4 2021 | -81,906 | Reduce 8.07% | 933,397 | $216.71 |
| Q1 2022 | +40,080 | Add 4.29% | 973,477 | $221.77 |
| Q4 2022 | +31,300 | Add 3.22% | 1 M | $207.76 |
| Q1 2023 | -99,800 | Reduce 9.93% | 904,977 | $225.46 |
| Q4 2023 | +7,040 | Add 0.78% | 912,017 | $260.35 |
Dev Kantesaria's Visa Investment FAQs
Dev Kantesaria first purchased Visa Inc. (V) in Q4 2016, acquiring 82,000 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 Visa Inc. (V) for 36 quarters since Q4 2016.
Dev Kantesaria's largest addition to Visa Inc. (V) was in Q1 2021, adding 1,015,303 shares worth $214.97 M.
According to the latest 13F filing for Q3 2025, Dev Kantesaria's firm, Valley Forge Capital Management, Lp, owns 912,017 shares of Visa Inc. (V), valued at approximately $311.34 M.
As of the Q3 2025 filing, Visa Inc. (V) represents approximately 7.49% of Dev Kantesaria's publicly disclosed stock portfolio, making it one of their key holdings.
Dev Kantesaria's peak holding in Visa Inc. (V) was 1,015,303 shares, as reported at the end of Q1 2021.