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 9 security holdings in their (2024 Q4) SEC 13F filing(s) with portfolio value of $4,539,792,227.

What stocks does Dev Kantesaria own?

In Dev Kantesaria's portfolio as of 31 Dec 2024, the top 5 holdings are (FICO) FAIR ISAAC CORP (34.39%), (SPGI) S&P GLOBAL INC (19.25%), (MA) MASTERCARD INC - A (17.22%), (MCO) MOODY'S CORP (13.70%) and (V) VISA INC-CLASS A SHARES (6.35%).

To see the historical data of Valley Forge Capital Management's portfolio holdings please click on the "2024 Q4" dropdown menu and select the date.

To see Valley Forge Capital Management's original 13F reports (2024 Q4), please click on the "important" button.

Portfolio value: $4,539M+
Period: 2024 Q4
Number of stock: 9
Update: 14 Feb 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ASML
ASML HOLDING NV-NY REG SHS
1.92%
125,627
$693.08
6.37% $737.21
$87,069,561
EFX
EQUIFAX INC
0.81%
144,000
$254.85
6.60% $238.03
$36,698,400
buy
+0.81%
FICO
FAIR ISAAC CORP
34.39%
784,122
$1,990.93
14.71% $1,698.11
$1,561,132,013
-3.05% (-24,671)
-1.08%
INTU
INTUIT INC
5.57%
402,281
$628.50
10.03% $565.47
$252,833,609
-9.58% (-42,600)
-0.59%
MA
MASTERCARD INC - A
17.22%
1,484,772
$526.57
5.88% $557.51
$781,836,392
MCO
MOODY'S CORP
13.70%
1,314,144
$473.37
5.68% $500.28
$622,076,345
+1.99% (+25,700)
+0.27%
MSCI
MSCI INC
0.79%
59,700
$600.01
3.61% $578.34
$35,820,597
buy
+0.79%
SPGI
S&P GLOBAL INC
19.25%
1,755,098
$498.03
7.10% $533.40
$874,091,457
+2.88% (+49,200)
+0.54%
V
VISA INC-CLASS A SHARES
6.35%
912,017
$316.04
10.28% $348.53
$288,233,853
9 of 9

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
AZPN
ASPEN TECHNOLOGY INC
295,485
-1.55%

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.