Valley Forge Capital Management portfolio — 13F holdings Q2 2026
Valley Forge Capital Management (Dev Kantesaria) reported 7 long positions worth $3.1 billion as of 2026-06-30. Top holdings: FAIR ISAAC CORP, S&P Global Inc., MOODYS CORP /DE/, Mastercard Inc, ASML HOLDING NV. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| FAIR ISAAC CORP | 2026-06-30 | 803114389.00 USD | 25.77% | reduce | Original filing |
| S&P Global Inc. | 2026-06-30 | 620678901.00 USD | 19.92% | reduce | Original filing |
| MOODYS CORP /DE/ | 2026-06-30 | 596580789.00 USD | 19.14% | hold | Original filing |
| Mastercard Inc | 2026-06-30 | 547463702.00 USD | 17.57% | reduce | Original filing |
| ASML HOLDING NV | 2026-06-30 | 340359364.00 USD | 10.92% | hold | Original filing |
| VISA INC. | 2026-06-30 | 158843122.00 USD | 5.10% | reduce | Original filing |
| INTUIT INC. | 2026-06-30 | 49347792.00 USD | 1.58% | hold | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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