Dev Kantesaria Holdings Activity

Valley Forge Capital Management Portfolio 13F

Valley Forge Capital Management has disclosed a total of 1 change to the portfolio in the latest (2025 Q2) SEC report(s): decreased the number of shares of 1 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 (31.03%), (SPGI) S&P GLOBAL INC (20.44%), (MA) MASTERCARD INC - A (18.43%), (MCO) MOODY'S CORP (14.56%) and (V) VISA INC-CLASS A SHARES (7.15%).

In the latest report(s) no changes have been made to any of these investments.

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2024 Q4 (2 results)

MSCI

MSCI INC

buy

+59,700

+0.79%

$600.01

2.79% $583.25

0.79%

EFX

EQUIFAX INC

buy

+144,000

+0.81%

$254.85

0.55% $256.25

0.81%

2023 Q2 (1 result)

ASML

ASML HOLDING NV-NY REG SHS

buy

+62,903

+1.55%

$724.75

12.30% $813.87

1.55%

2022 Q2 (1 result)

AZPN

ASPEN TECHNOLOGY INC

buy

+175,485

+1.44%

$183.68

43.91% $264.33

1.44%

2022 Q1 (1 result)

AZPN

ASPEN TECHNOLOGY INC

buy

+417,823

+2.63%

$165.37

59.84% $264.33

0.00%

2020 Q2 (1 result)

ADBE

ADOBE INC

buy

+71,500

+3.78%

$435.31

19.75% $349.36

3.78%

2018 Q3 (1 result)

ADSK

AUTODESK INC

buy

+76,200

+3.96%

$156.12

104.37% $319.05

3.96%

2018 Q2 (2 results)

AMZN

AMAZONCOM INC

buy

+20,000

+0.66%

$85.00

168.41% $228.15

0.66%

FICO

FAIR ISAAC CORP

buy

+319,078

+23.98%

$193.32

698.70% $1,544.05

23.98%

2018 Q1 (1 result)