Dev Kantesaria

Biography

Dev Kantesaria studied at MIT and Harvard Medical School, leaving medicine to join McKinsey & Company and then moving into venture capital in 2000, with roles at TL Ventures and Devon Park Bio Ventures. He founded Valley Forge Capital Management in 2007 to invest only in public equities. He runs a highly concentrated portfolio of a few high-quality businesses, follows Buffett and Munger principles, and focuses on judging what a company will look like over the next decade.

In their own words

Valley Forge Capital Management’s largest US holdings

From the Q2 2026 13F, worth $3.1bn in total. See every holding and change

1. Fair IsaacFICO25.8%
2. S&P GlobalSPGI19.9%
3. Moody'sMCO19.1%
4. MastercardMA17.6%
5. ASML HoldingASML10.9%
6. VisaV5.1%
7. IntuitINTU1.6%