Dev Kantesaria
Valley Forge Capital Management
Valley Forge Capital Management Portfolio 13F
Dev Kantesaria Holdings Activity
- Portfolio value:
- $264.33M≈ (-$36M≈)
- Previous value:
- $300.51M≈
- # of changes:
- 8
- New positions:
- 0
- Reported for:
- 31 Dec 2018 (Q4)
- Latest filing date:
- 14 Feb 2019
Valley Forge Capital Management has disclosed a total of 8 changes to the portfolio in the (2018 Q4) SEC report(s): increased the number of shares of 6, decreased the number of shares of 1 and completely sold out 1 position(s).
What stocks did Dev Kantesaria buy in 2018 Q4?
During 2018 Q4 Dev Kantesaria has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (SPGI) S&P Global Inc (added shares +10.25%), (MCO) Moodys Corp (added shares +4.20%), (INTU) Intuit Inc (added shares +37.85%), (ADSK) Autodesk Inc (added shares +41.80%) and (V) Visa Inc, CL-A (added shares +12.20%).
8 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Autodesk Inc
|
+41.80%
|
$128.61
|
+82.86%($235.17)
|
5.26%
|
2018 Q3
|
≈ 0.50 years
|
||||
|
|
Intuit Inc
|
+37.85%
|
$196.85
|
+62.67%($320.21)
|
6.01%
|
2016 Q4
|
≈ 2.25 years
|
||||
|
|
Visa Inc, CL-A
|
+12.20%
|
$131.93
|
+180.68%($370.32)
|
4.59%
|
2016 Q4
|
≈ 2.25 years
|
||||
|
|
S&P Global Inc
|
+10.25%
|
$169.94
|
+142.75%($412.53)
|
26.19%
|
2016 Q4
|
≈ 2.25 years
|
||||
|
|
Moodys Corp
|
+4.20%
|
$140.04
|
+245.04%($483.19)
|
20.39%
|
2016 Q4
|
≈ 2.25 years
|
||||
|
|
Mastercard Inc
|
+2.88%
|
$188.64
|
+203.44%($572.42)
|
2.55%
|
2016 Q4
|
≈ 2.25 years
|
||||
|
|
Monster Beverage Corp
|
-12.66%
|
$3.08
|
+2,951.94%($93.88)
|
9.89%
|
2016 Q4
|
≈ 2.25 years
|
||||
|
|
Meta Platforms Inc
|
-100%
|
$164.48
|
+258.20%($589.16)
|
0.00%
|
2018 Q1
|
≈ 0.75 years
|
||||
* 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.