What Dev Kantesaria did in Q2 2026

Valley Forge Capital filed 3 moves in Q2 2026: 0 new, 0 add, 3 trim, 0 exit.

13F filed 2026-08-14. Manager quality score: q9. Philosophy: Extreme concentration — 5 to 8 positions. Quality compounders only.

Trims · 3

Taking chips off

FICOFAIR ISAAC CORP

TRIM -13%·32.2% book·+31

MAMASTERCARD INCORPORATED

TRIM -28%·21.9% book·0

VVISA INC

TRIM -23%·6.4% book·−15

Current top holdings

#	Ticker	Weight	Conviction
1	MCO Moody's	22.4%	+14
2	FICO Fair Isaac	18.7%	+31
3	MSCI MSCI Inc	15.3%	+11
4	V Visa	12.8%	−15
5	MA Mastercard	11.2%	0
6	HEI HEICO Corp	8.4%	+16

Other quarters for Dev Kantesaria

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.