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HoldingsActivityBuysSells

Data sourced from SEC EDGAR 13F filings

PricingTerms© 2026 Super Investor · Not financial advice

Dev Kantesaria – Valley Forge Capital Management LP

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
7
Portfolio value:
$3,375,637,000
Filed:
May 15, 2026
Style:
Quality Compounder
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HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 261 added2 reduced2 exited
≡ASML – ASML HOLDING N VAdd 36.00%44,8413.63