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%).

2025 Q1 (2 results)
FICO
-2.00%
-15,700
-0.66%
$1,844.16
9.91% $2,027.00
32.29%
INTU
-26.08%
-104,921
-1.47%
$613.99
9.31% $671.16
4.16%
2024 Q4 (3 results)
FICO
-3.05%
-24,671
-1.08%
$1,990.93
1.81% $2,027.00
34.39%
INTU
-9.58%
-42,600
-0.59%
$628.50
6.79% $671.16
5.57%
AZPN
-100.00%
-295,485
-1.55%
$238.82
10.68% $264.33
0.00%
2024 Q3 (1 result)
FICO
-7.86%
-68,955
-2.98%
$1,943.52
4.30% $2,027.00
34.93%
2024 Q2 (1 result)
FICO
-0.34%
-3,000
-0.12%
$1,488.66
36.16% $2,027.00
33.78%
2024 Q1 (1 result)
FICO
-2.53%
-22,839
-0.78%
$1,249.61
62.21% $2,027.00
30.02%
2023 Q4 (2 results)
MA
-0.29%
-4,330
-0.05%
$426.51
36.25% $581.11
18.00%
FICO
-4.18%
-39,461
-1.31%
$1,164.01
74.14% $2,027.00
29.89%
2023 Q2 (2 results)
ADBE
-100.00%
-246,305
-3.22%
$385.37
8.37% $417.61
0.00%
ADSK
-100.00%
-224,034
-1.58%
$208.16
42.12% $295.84
0.00%
2023 Q1 (4 results)
FICO
-2.08%
-20,000
-0.53%
$702.69
188.46% $2,027.00
25.09%
MA
-4.28%
-66,565
-0.92%
$363.41
59.90% $581.11
20.49%
V
-9.93%
-99,800
-0.85%
$225.46
62.71% $366.84
7.73%
AMZN
-100.00%
-1,105,393
-3.52%
$84.00
142.94% $204.07
0.00%
2022 Q4 (2 results)
MA
-1.19%
-18,750
-0.26%
$347.73
67.12% $581.11
21.96%
AMZN
-32.36%
-528,907
-1.80%
$84.00
142.94% $204.07
0.00%
2022 Q2 (1 result)
AZPN
-100.00%
-417,823
-3.09%
$165.37
59.84% $264.33
0.00%
2022 Q1 (1 result)
ADSK
-11.66%
-29,574
-0.24%
$214.35
38.02% $295.84
1.83%
2021 Q4 (4 results)
V
-8.07%
-81,906
-0.67%
$216.71
69.28% $366.84
7.65%
INTU
-8.90%
-19,150
-0.47%
$643.22
4.34% $671.16
4.77%
MCO
-11.11%
-128,512
-1.90%
$390.58
24.68% $486.99
15.18%
SPGI
-12.82%
-163,631
-2.92%
$471.93
10.81% $522.94
19.86%
2021 Q2 (1 result)
AZPN
-100.00%
-387,202
-2.17%
$144.33
83.14% $264.33
0.00%
2019 Q1 (1 result)
MNST
-100.00%
-8,499,984
-6.92%
$3.08
1K+% $62.99
0.00%
2018 Q4 (2 results)
MNST
-12.66%
-1,231,696
-1.43%
$3.08
1K+% $62.99
0.00%
META
-100.00%
-25,000
-1.56%
$164.48
287.34% $637.10
0.00%
2018 Q2 (1 result)
EFX
-100.00%
-270,003
-12.37%
$117.81
135.14% $277.02
0.00%
2017 Q3 (1 result)
NKE
-100.00%
-125,084
-4.68%
$59.00
6.03% $62.56
0.00%
30 of 30

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.