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Dev Kantesaria / Valley Forge

⭐ Priority · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $3,375,637,687 · 7 positions · top-10 100.0% · SEC filing history →

13FScore 69/100 — cloning their disclosed top holdings over ~4.7y returned +12%/yr vs S&P +10%/yr (alpha +1%/yr), ahead of the market in 68% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
none

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
$ASML · ASML HOLDING N V6.7%+36%+32%MedASML is a Netherlands-based supplier of photolithography systems, including EUV machines, essential for manufacturing advanced semiconductor chips.NASDAQSerenityBitget →

Top holdings now

Issuer% bookSince entryBusinessTags
$FICO · FAIR ISAAC CORP24.3%+149% ≥Q2 '21Fair Isaac Corporation (FICO) develops the FICO credit score and provides analytics and decision-management software used by lenders and businesses for credit scoring and fraud detection.S&PCitrini
$SPGI · S&P GLOBAL INC22.2%+20% ≥Q2 '21S&P Global provides credit ratings, market indices, financial data, and analytics to investors, corporations, and financial institutions worldwide.S&PCitrini
$MA · MASTERCARD INCORPORATED22.0%+48% ≥Q2 '21Mastercard operates a global payments technology network that processes electronic transactions between financial institutions, merchants, cardholders, and businesses, and provides related value-added services.S&P
$DUT · MOODYS CORP17.0%Moody's provides credit ratings, research, and risk analytics, operating Moody's Investors Service for debt ratings and Moody's Analytics for financial data, software, and risk-assessment tools.
$ASML · ASML HOLDING N V6.7%+141% Q2 '23ASML is a Netherlands-based supplier of photolithography systems, including EUV machines, essential for manufacturing advanced semiconductor chips.NASDAQSerenityBitget →
$V · VISA INC5.4%+53% ≥Q2 '21Visa operates a global electronic-payments network that processes card and digital transactions between consumers, merchants, and financial institutions.S&PBitget →
$INTU · INTUIT2.4%-39% ≥Q2 '21Develops financial and business-management software for consumers, small businesses and accountants, with products including TurboTax, QuickBooks, Credit Karma and Mailchimp.NASDAQS&P

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker