Dev Kantesaria
Valley Forge Capital. Holdings reported for Q2 2026, filed Aug 14, 2026.
- Portfolio
- $2.78B
- Stocks
- 6
- Top 10
- 100%
- Turnover
- 0%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | 28.9% | $803.11M | 1M | -13% | -40.5% | |
| 2 | 22.4% | $620.68M | 2M | -13% | +13.1% | |
| 3 | 21.5% | $596.58M | 1M | Unchanged | +9.1% | |
| 4 | 19.7% | $547.46M | 1M | -28% | +24.2% | |
| 5 | 5.7% | $158.84M | 0M | -23% | +20.5% | |
| 6 | 1.8% | $49.35M | 0M | Unchanged | +30.7% |