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Dev Kantesaria

Valley Forge Capital Management

Valley Forge Capital Management Portfolio 13F

Dev Kantesaria Holdings Activity

Portfolio value:
$109.61M≈
# of changes:
8
New positions:
8
Reported for:
31 Dec 2016 (Q4)
Latest filing date:
13 Feb 2017
Valley Forge Capital Management has disclosed a total of 8 changes to the portfolio in the (2016 Q4) SEC report(s): bought 8 totally new position(s).

What stocks did Dev Kantesaria buy in 2016 Q4?

During 2016 Q4 Dev Kantesaria has bought 8 securities out of which top 5 purchases (by % change to portfolio) were (MCO) Moodys Corp (new buy), (SPGI) S&P Global Inc (new buy), (MNST) Monster Beverage Corp (new buy), (INTU) Intuit Inc (new buy) and (V) Visa Inc, CL-A (new buy).

What did Dev Kantesaria invest in during 2016 Q4?

Dev Kantesaria's top 5 holdings (by % of portfolio) were (MCO) Moodys Corp (30.22%), (SPGI) S&P Global Inc (28.67%), (MNST) Monster Beverage Corp (18.49%), (INTU) Intuit Inc (6.12%) and (V) Visa Inc, CL-A (5.84%).
In the 2016 Q4 report(s) the following changes have been made to the top investments: (MCO) Moodys Corp (new buy), (SPGI) S&P Global Inc (new buy), (MNST) Monster Beverage Corp (new buy), (INTU) Intuit Inc (new buy) and (V) Visa Inc, CL-A (new buy).
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.