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Dev Kantesaria

Valley Forge Capital Management

Valley Forge Capital Management Portfolio 13F

Dev Kantesaria Holdings Activity

Portfolio value:
$189.41M≈ (+$32M≈)
Previous value:
$157.75M≈
# of changes:
1
New positions:
0
Reported for:
31 Dec 2017 (Q4)
Latest filing date:
14 Feb 2018
Valley Forge Capital Management has disclosed a total of 1 change to the portfolio in the (2017 Q4) SEC report(s): increased the number of shares of 1 position(s).

What stocks did Dev Kantesaria buy in 2017 Q4?

During 2017 Q4 Dev Kantesaria has bought (EFX) Equifax Inc (added shares +156.92%).

What did Dev Kantesaria invest in during 2017 Q4?

Dev Kantesaria's top 5 holdings (by % of portfolio) were (MCO) Moodys Corp (27.39%), (SPGI) S&P Global Inc (26.13%), (MNST) Monster Beverage Corp (17.75%), (EFX) Equifax Inc (15.03%) and (V) Visa Inc, CL-A (4.94%).
In the 2017 Q4 report(s) the following change has been made to the top investments: (EFX) Equifax Inc (added shares +156.92%).
* 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.