13F Portfolio · Q1 2026
Dev Kantesaria
Valley Forge Capital · 89% top-10 concentration
Growth
Top 3 holdings
| FICO | FAIR ISAAC CORP | 31.3% |
| MA | MASTERCARD INCORPORATED | 28.3% |
| MCO | MOODYS CORP | 21.9% |
Closest replicating ETF:XLF · overlap 161.6 · 2 shared
| FICO | FAIR ISAAC CORP | 31.3% |
| MA | MASTERCARD INCORPORATED | 28.3% |
| MCO | MOODYS CORP | 21.9% |