Dev Kantesaria: Stock Portfolio, Performance and Latest Trades
Valley Forge Capital Management
13F portfolio value
$3.1B
7 holdings at Q2 2026
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Dev Kantesaria's portfolio
As of Q2 2026, filed August 14, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
Fair Isaac Corp.FICO | 25.8% | $355.97 | +98.7% | $707.43 | Reduced −13% |
S&P Global Inc.SPGI | 19.9% | $311.29 | +29.4% | $402.73 | Reduced −13% |
| 19.1% | $246.63 | +86.0% | $458.69 | No change | |
| 17.6% | $325.74 | +76.4% | $574.76 | Reduced −28% | |
| 10.9% | $940.66 | +88.1% | $1,769.79 | No change | |
| 5.10% | $178.09 | +111% | $375.10 | Reduced −23% | |
Intuit Inc.INTU | 1.58% | $349.45 | −13.0% | $303.88 | No change |
Dev Kantesaria's buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
Fair Isaac Corp.FICO | Reduced −2.5% | −22,839 | $1.1B |
Dev Kantesaria's portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Industrials | 76% |
| Financials | 23% |
| Technology | 1.6% |
Portfolio performance: Dev Kantesaria vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +47.8% | +8.1% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Dev Kantesaria's most traded stocks
Quarters with a buy or a sell, all reports since Q4 2016.
| Company | Quarters bought | Quarters sold |
|---|---|---|
Fair Isaac Corp.FICO | 11 | 9 |
S&P Global Inc.SPGI | 17 | 3 |
| 15 | 4 | |
| 16 | 2 | |
| 10 | 4 | |
Intuit Inc.INTU | 6 | 7 |
Equifax Inc.EFX | 5 | 2 |
Autodesk Inc.ADSK | 5 | 2 |
Adobe Inc.ADBE | 6 | 1 |
Amazon.com Inc.AMZN | 5 | 2 |
| 5 | 2 | |
| 3 | 2 | |
| 4 | 0 | |
MSCI Inc.MSCI | 2 | 1 |
| 2 | 1 |