Dev Kantesaria Holdings Activity

Valley Forge Capital Management Portfolio 13F

Valley Forge Capital Management has disclosed a total of 2 changes to the portfolio in the latest (2025 Q1) SEC report(s): decreased the number of shares of 2 position(s).

What stocks is Dev Kantesaria buying now?

In the recent quarter Dev Kantesaria has not purchased any securities.

What does Dev Kantesaria invest in?

Dev Kantesaria's top 5 holdings (by % of portfolio) are (FICO) FAIR ISAAC CORP (32.29%), (SPGI) S&P GLOBAL INC (20.32%), (MA) MASTERCARD INC - A (18.54%), (MCO) MOODY'S CORP (13.94%) and (V) VISA INC-CLASS A SHARES (7.28%).

In the latest report(s) the following change has been made to the top investments: (FICO) FAIR ISAAC CORP (reduced shares -2%).

2024 Q4 (2 results)
MSCI
buy
+59,700
+0.79%
$600.01
5.99% $564.07
0.79%
EFX
buy
+87,120
+0.81%
$254.85
4.45% $266.20
0.81%
2023 Q2 (1 result)
ASML
buy
+33,653
+1.55%
$724.75
3.17% $747.76
1.55%
2022 Q2 (1 result)
AZPN
buy
+121,084
+1.44%
$183.68
43.91% $264.33
1.44%
2022 Q1 (1 result)
AZPN
buy
+417,823
+2.63%
$165.37
59.84% $264.33
0.00%
2020 Q2 (1 result)
ADBE
buy
+71,500
+3.78%
$435.31
4.62% $415.20
3.78%
2018 Q3 (1 result)
ADSK
buy
+58,293
+3.96%
$156.12
91.03% $298.22
3.96%
2018 Q2 (2 results)
AMZN
buy
+16,500
+0.66%
$85.00
144.60% $207.91
0.66%
FICO
buy
+258,453
+23.98%
$193.32
816.57% $1,771.90
23.98%
2018 Q1 (1 result)
META
buy
+25,000
+1.87%
$159.80
328.42% $684.62
1.87%
2017 Q3 (1 result)
EFX
buy
+88,830
+6.32%
$105.99
151.16% $266.20
6.32%
11 of 11

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.