Valley Forge Capital Management, L.P. is an investment fund managing more than $2.11 billion ran by Devang Kantesaria. There are currently 10 companies in Kantesaria’s portfolio. The largest investments include Mastercard and Fair, Isaac, together worth $844 million.
$2.11 billion Assets Under Management (AUM)
As of 7th November 2022, Valley Forge Capital Management, L.P.’s top holding is 1,574,417 shares of Mastercard currently worth over $448 million and making up 21.2% of the portfolio value.Relative to the number of outstanding shares of Mastercard, Valley Forge Capital Management, L.P. owns more than approximately 0.1% of the company.In addition, the fund holds 963,048 shares of Fair, Isaac worth $397 million, whose value fell approximately 0.1% in the past six months. The third-largest holding is Sp Global Inc worth $396 million and the next is Moodys Corp worth $282 million, with 1,159,004 shares owned.
Currently, Valley Forge Capital Management, L.P.'s portfolio is worth at least $2.11 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Valley Forge Capital Management, L.P.
The Valley Forge Capital Management, L.P. office and employees reside in Wayne, Pennsylvania. According to the last 13-F report filed with the SEC, Devang Kantesaria serves as the Managing Partner at Valley Forge Capital Management, L.P..
