Dev Kantesaria
Valley Forge Capital Management
Valley Forge Capital Management Portfolio 13F
Dev Kantesaria Holdings Activity
- Portfolio value:
- $822.71M≈ (+$351M≈)
- Previous value:
- $472.17M≈
- # of changes:
- 7
- New positions:
- 1
- Reported for:
- 30 Jun 2020 (Q2)
- Latest filing date:
- 14 Aug 2020
Valley Forge Capital Management has disclosed a total of 7 changes to the portfolio in the (2020 Q2) SEC report(s): increased the number of shares of 6 and bought 1 totally new position(s).
What stocks did Dev Kantesaria buy in 2020 Q2?
During 2020 Q2 Dev Kantesaria has bought 7 securities out of which top 5 purchases (by % change to portfolio) were (SPGI) S&P Global Inc (added shares +25.01%), (MCO) Moodys Corp (added shares +26.59%), (MA) Mastercard Inc (added shares +151.15%), (INTU) Intuit Inc (added shares +22.29%) and (ADSK) Autodesk Inc (added shares +27.37%).
7 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Adobe Systems Incorporated
|
new
|
$435.31
|
-41.92%($252.82)
|
3.78%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
Aspen Technology Inc
|
+313.73%
|
$103.61
|
|
2.28%
|
2016 Q4
|
≈ 3.75 years
|
||||
|
|
Mastercard Inc
|
+151.15%
|
$295.70
|
+94.44%($574.95)
|
15.86%
|
2016 Q4
|
≈ 3.75 years
|
||||
|
|
Autodesk Inc
|
+27.37%
|
$239.19
|
-1.88%($234.68)
|
4.00%
|
2018 Q3
|
≈ 2.00 years
|
||||
|
|
Moodys Corp
|
+26.59%
|
$274.73
|
+74.92%($480.55)
|
19.02%
|
2016 Q4
|
≈ 3.75 years
|
||||
|
|
S&P Global Inc
|
+25.01%
|
$329.48
|
+25.36%($413.03)
|
21.93%
|
2016 Q4
|
≈ 3.75 years
|
||||
|
|
Intuit Inc
|
+22.29%
|
$296.19
|
+8.52%($321.43)
|
4.17%
|
2016 Q4
|
≈ 3.75 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.