Dev Kantesaria
Valley Forge Capital · Focuses on strong companies with a lasting competitive edge
Top 5 holdings: FICO 25.8%, SPGI 19.9%, MCO 19.1%, MA 17.6%, ASML HLDG NV 10.9%
Holdings in or near the buy zone today
From stocks Dev Kantesaria holds · latest close
Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated
Trades in Q2 2026
Compared with the previous quarter's report
All holdings
Weight = value of that stock ÷ total value of US stocks in the report
ASML HLDG NV
Portfolio value over time
Each quarter per the 13F report (value at quarter end)
Latest $3.1B
| Quarter | FICO | SPGI | MCO | MA | ASML HLDG NV |
|---|---|---|---|---|---|
| Q2 2026 | 25.8% | 19.9% | 19.1% | 17.6% | 10.9% |
| Q1 2026 | 24.3% | 22.2% | 17.0% | 22.0% | 6.7% |
| Q4 2025 | 29.5% | 20.8% | 15.3% | 19.2% | 3.1% |
| Q3 2025 | 27.7% | 20.5% | 15.1% | 20.3% | 2.9% |
| Q2 2025 | 31.0% | 20.4% | 14.6% | 18.4% | 2.2% |
| Q1 2025 | 32.3% | 20.3% | 13.9% | 18.5% | 1.9% |
Sector breakdown
Other whales
13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice