Dev Kantesaria
Valley Forge Capital Management
Valley Forge Capital Management Portfolio 13F
Dev Kantesaria Holdings Activity
- Portfolio value:
- $3.52B≈ (+$587M≈)
- Previous value:
- $2.93B≈
- # of changes:
- 3
- New positions:
- 0
- Reported for:
- 31 Dec 2023 (Q4)
- Latest filing date:
- 14 Feb 2024
Valley Forge Capital Management has disclosed a total of 3 changes to the portfolio in the (2023 Q4) SEC report(s): increased the number of shares of 1 and decreased the number of shares of 2 position(s).
What stocks did Dev Kantesaria buy in 2023 Q4?
During 2023 Q4 Dev Kantesaria has bought (V) Visa Inc, CL-A (added shares +0.78%).
3 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Visa Inc, CL-A
|
+0.78%
|
+7,040
|
912,017
|
+0.05%
|
$260.35
|
+40.26%($365.18)
|
6.75%
|
2016 Q4
|
≈ 7.25 years
|
|
|
|
Mastercard Inc
|
-0.29%
|
-4,330
|
1,484,772
|
-0.06%
|
$426.51
|
+34.44%($573.40)
|
18.00%
|
2016 Q4
|
≈ 7.25 years
|
|
|
|
Fair Isaac Corp
|
-4.18%
|
-39,461
|
903,587
|
-1.57%
|
$1,164.01
|
-3.82%($1,119.57)
|
29.89%
|
2018 Q2
|
≈ 5.75 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.