Skip to content
Guess what? Valuesider just got better: smarter and more intuitive.
User

Dev Kantesaria

Valley Forge Capital Management

Valley Forge Capital Management Portfolio 13F

Dev Kantesaria Holdings Activity

Portfolio value:
$3.67B≈ (+$148M≈)
Previous value:
$3.52B≈
# of changes:
1
New positions:
0
Reported for:
31 Mar 2024 (Q1)
Latest filing date:
15 May 2024
Valley Forge Capital Management has disclosed a total of 1 change to the portfolio in the (2024 Q1) SEC report(s): decreased the number of shares of 1 position(s).

What stocks did Dev Kantesaria buy in 2024 Q1?

During 2024 Q1 Dev Kantesaria has not purchased any securities.

What did Dev Kantesaria invest in during 2024 Q1?

Dev Kantesaria's top 5 holdings (by % of portfolio) were (FICO) Fair Isaac Corp (30.02%), (MA) Mastercard Inc (19.50%), (SPGI) S&P Global Inc (19.21%), (MCO) Moodys Corp (13.06%) and (INTU) Intuit Inc (7.89%).
In the 2024 Q1 report(s) the following change has been made to the top investments: (FICO) Fair Isaac Corp (reduced shares -2.53%).
* 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.