Dev Kantesaria (Valley Forge Capital)
A 7-stock 'compounder' portfolio of capital-light monopolies - FICO, S&P Global, Mastercard and Moody's.
Holdings as of Q1 2026 (latest SEC 13F) - weights normalized across the top US-listed holdings.
Fair Isaac Corporation Common Stock1992-03-31 → 2026-06-30click to change
%
S&P Global Inc. Common Stock2016-05-31 → 2026-06-30click to change
%
Mastercard Incorporated Common Stock2006-06-30 → 2026-06-30click to change
%
Moody's Corporation Common Stock1994-11-30 → 2026-06-30click to change
%
Visa Inc.2008-04-30 → 2026-06-30click to change
%
Intuit Inc. - Common Stock1993-04-30 → 2026-06-30click to change
%
Total 100%
Data window Dev Kantesaria (Valley Forge Capital): 2016-05-31 → 2026-06-30 · start: SPGI
Portfolio growth
Dev Kantesaria (Valley Forge Capital)
CAGR20.47%
Max Drawdown-25.85%
Volatility21.79%
Sharpe0.86
Final balance$66,402
Total return564.02%
Drawdown
Annual returns
More statistics
| Dev Kantesaria (Valley Forge Capital) | |
|---|---|
| Total Return | 564.02% |
| Sortino | 1.61 |
| Best Year | 71.17% |
| Worst Year | -17.89% |
| Positive Months | 66.39% |
| Annualized Return (mean) | 21.09% |