Canonical: https://ownershiptrace.com/13f/investors/79

# 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](https://ownershiptrace.com/13f/companies/91) | 2026-06-30 | 803114389.00 USD | 25.77% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-26-000005-index.html) |
| [S&P Global Inc.](https://ownershiptrace.com/13f/companies/249) | 2026-06-30 | 620678901.00 USD | 19.92% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-26-000005-index.html) |
| [MOODYS CORP /DE/](https://ownershiptrace.com/13f/companies/99) | 2026-06-30 | 596580789.00 USD | 19.14% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-26-000005-index.html) |
| [Mastercard Inc](https://ownershiptrace.com/13f/companies/98) | 2026-06-30 | 547463702.00 USD | 17.57% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-26-000005-index.html) |
| [ASML HOLDING NV](https://ownershiptrace.com/13f/companies/274) | 2026-06-30 | 340359364.00 USD | 10.92% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-26-000005-index.html) |
| [VISA INC.](https://ownershiptrace.com/13f/companies/104) | 2026-06-30 | 158843122.00 USD | 5.10% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-26-000005-index.html) |
| [INTUIT INC.](https://ownershiptrace.com/13f/companies/106) | 2026-06-30 | 49347792.00 USD | 1.58% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-26-000005-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-26-000005-index.html) |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-26-000003-index.html) |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-26-000001-index.html) |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-25-000006-index.html) |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-25-000005-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-25-000004-index.html) |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-25-000001-index.html) |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-24-000008-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-24-000007-index.html) |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-24-000005-index.html) |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-24-000002-index.html) |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-23-000007-index.html) |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-23-000006-index.html) |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-23-000004-index.html) |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-23-000002-index.html) |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-22-000005-index.html) |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-22-000004-index.html) |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-22-000003-index.html) |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-22-000002-index.html) |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1697868/0001697868-21-000005-index.html) |

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.

This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.

[How to read the data](https://ownershiptrace.com/docs#reading-the-data) · [Disclaimer](https://ownershiptrace.com/disclaimer)