Valley Forge Capital (Dev Kantesaria) 13F: Q2 2026 Holdings and Changes | Manifest

Valley Forge Capital

13F Holdings · CIK 1697868 · filed 2026-08-14

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New Positions

0

0% of current holdings

Exited

0

0% of prior holdings

Increased

0

0% of prior holdings

Decreased

4

57% of prior holdings

Total holdings: 7 → 7

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4 positions

					Shares				Value ($)

Decreased	Long	FAIR ISAAC CORP	303250104	COM	769,342	672,186	−97,156	−12.6%	$821.3M	$803.1M	−$18.2M	−2.2%
Decreased	Long	MASTERCARD INCORPORATED	57636Q104	CL A	1,487,496	1,065,934	−421,562	−28.3%	$743.2M	$547.5M	−$195.8M	−26.3%
Decreased	Long	S&P GLOBAL INC	78409V104	COM	1,758,074	1,524,036	−234,038	−13.3%	$747.8M	$620.7M	−$127.1M	−17.0%
Decreased	Long	VISA INC	92826C839	COM CL A	598,753	462,978	−135,775	−22.7%	$181.0M	$158.8M	−$22.1M	−12.2%