13F Portfolio · Q2 2026
Dev Kantesaria
Valley Forge Capital · 89% top-10 concentration
Growth
Top 3 holdings
| FICO | FAIR ISAAC CORP | 32.2% |
| MCO | MOODYS CORP | 23.9% |
| MA | MASTERCARD INCORPORATED | 21.9% |
Closest replicating ETF:XLF · overlap 171.0 · 2 shared
| FICO | FAIR ISAAC CORP | 32.2% |
| MCO | MOODYS CORP | 23.9% |
| MA | MASTERCARD INCORPORATED | 21.9% |