https://holdlens.com/investor/dev-kantesaria Every 13F move by Dev Kantesaria (Valley Forge Capital) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Mon, 27 Apr 2026 21:14:16 GMT https://holdlens.com/signal/MCO https://holdlens.com/investor/dev-kantesaria#2025-Q4-MCO-add-0 Dev Kantesaria (Valley Forge Capital) added MCO in Q4 2025 · 22.4% of portfolio. Top conviction — adding to 15+ year Moody's position. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/MSCI https://holdlens.com/investor/dev-kantesaria#2025-Q4-MSCI-add-1 Dev Kantesaria (Valley Forge Capital) added MSCI in Q4 2025 · 15.3% of portfolio. Index monopoly add. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/HEI https://holdlens.com/investor/dev-kantesaria#2025-Q4-HEI-add-2 Dev Kantesaria (Valley Forge Capital) added HEI in Q4 2025 · 8.4% of portfolio. Building HEICO — aerospace aftermarket. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/INTU https://holdlens.com/investor/dev-kantesaria#2025-Q4-INTU-trim-3 Dev Kantesaria (Valley Forge Capital) trimmed INTU (INTUIT) in Q4 2025 · 4.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/FICO https://holdlens.com/investor/dev-kantesaria#2025-Q3-FICO-add-4 Dev Kantesaria (Valley Forge Capital) added FICO in Q3 2025 · 18.7% of portfolio. Adding to credit scoring monopoly. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/V https://holdlens.com/investor/dev-kantesaria#2025-Q3-V-add-5 Dev Kantesaria (Valley Forge Capital) added V in Q3 2025 · 12.8% of portfolio. Small Visa add. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/INTU https://holdlens.com/investor/dev-kantesaria#2025-Q2-INTU-trim-6 Dev Kantesaria (Valley Forge Capital) trimmed INTU (INTUIT) in Q2 2025 · 5.8% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/INTU https://holdlens.com/investor/dev-kantesaria#2025-Q1-INTU-trim-7 Dev Kantesaria (Valley Forge Capital) trimmed INTU (INTUIT) in Q1 2025 · 5.2% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim https://holdlens.com/signal/INTU https://holdlens.com/investor/dev-kantesaria#2024-Q4-INTU-trim-8 Dev Kantesaria (Valley Forge Capital) trimmed INTU (INTUIT) in Q4 2024 · 6.9% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT trim https://holdlens.com/signal/EFX https://holdlens.com/investor/dev-kantesaria#2024-Q4-EFX-new-9 Dev Kantesaria (Valley Forge Capital) new position EFX (EQUIFAX INC) in Q4 2024 · 1.0% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT new https://holdlens.com/signal/MSCI https://holdlens.com/investor/dev-kantesaria#2024-Q4-MSCI-new-10 Dev Kantesaria (Valley Forge Capital) new position MSCI (MSCI INC) in Q4 2024 · 1.0% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT new https://holdlens.com/signal/FICO https://holdlens.com/investor/dev-kantesaria#2024-Q3-FICO-trim-11 Dev Kantesaria (Valley Forge Capital) trimmed FICO (FAIR ISAAC CORP) in Q3 2024 · 43.4% of portfolio. Thu, 14 Nov 2024 00:00:00 GMT trim https://holdlens.com/signal/MCO https://holdlens.com/investor/dev-kantesaria#2024-Q3-MCO-add-12 Dev Kantesaria (Valley Forge Capital) added MCO (MOODYS CORP) in Q3 2024 · 16.9% of portfolio. Thu, 14 Nov 2024 00:00:00 GMT add https://holdlens.com/signal/ASML https://holdlens.com/investor/dev-kantesaria#2024-Q3-ASML-add-13 Dev Kantesaria (Valley Forge Capital) added ASML (ASML HOLDING N V) in Q3 2024 · 2.9% of portfolio. Thu, 14 Nov 2024 00:00:00 GMT add