Dev Kantesaria's Portfolio

Valley Forge Capital Management 13F holdings

What is Dev Kantesaria's portfolio?

Valley Forge Capital Management has disclosed a total of 8 security holdings in their (2024 Q3) SEC 13F filing(s) with portfolio value of $4,500,146,048.

What stocks does Dev Kantesaria own?

In Dev Kantesaria's portfolio as of 30 Sep 2024, the top 5 holdings are (FICO) FAIR ISAAC CORP (34.93%), (SPGI) S&P GLOBAL INC (19.58%), (MA) MASTERCARD INC - A (16.29%), (MCO) MOODY'S CORP (13.59%) and (INTU) INTUIT INC (6.14%).

To see the historical data of Valley Forge Capital Management's portfolio holdings please click on the "2024 Q3" dropdown menu and select the date.

To see Valley Forge Capital Management's original 13F reports (2024 Q3), please click on the "important" button.

Portfolio value: $4,500M+
Period: 2024 Q3
Number of stock: 8
Update: 14 Nov 2024
ASML
2.33%
125,627
$833.25
15.36% $705.27
$104,678,698
+99.72% (+62,724)
+1.16%
AZPN
1.57%
295,485
$238.82
5.50% $251.95
$70,567,728
FICO
34.93%
808,793
$1,943.52
11.79% $2,172.69
$1,571,905,371
-7.86% (-68,955)
-2.98%
INTU
6.14%
444,881
$621.00
4.20% $647.07
$276,271,101
MA
16.29%
1,484,772
$493.80
7.13% $529.01
$733,180,413
MCO
13.59%
1,288,444
$474.59
3.55% $491.46
$611,482,638
+5.75% (+70,034)
+0.74%
SPGI
19.58%
1,705,898
$516.62
0.87% $512.15
$881,301,025
+3.04% (+50,337)
+0.58%
V
5.57%
912,017
$274.95
13.61% $312.38
$250,759,074
8 of 8

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.