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%).

2021 Q4 (8 results)
FICO
+23.43%
+169,771
+2.78%
$433.67
256.08% $1,544.23
14.67%
ADBE
+23.11%
+46,228
+0.99%
$567.06
35.92% $363.35
5.28%
MA
+4.31%
+59,575
+0.81%
$359.32
53.12% $550.18
19.58%
AMZN
+0.99%
+10,400
+0.10%
$166.72
34.97% $225.02
10.30%
V
-8.07%
-81,906
-0.67%
$216.71
60.55% $347.93
7.65%
INTU
-8.90%
-12,160
-0.47%
$643.22
16.27% $747.90
4.77%
MCO
-11.11%
-128,512
-1.90%
$390.58
27.89% $499.53
15.18%
SPGI
-12.82%
-101,451
-2.92%
$471.93
11.68% $527.07
19.86%
2021 Q3 (6 results)
FICO
+7.92%
+53,202
+0.84%
$397.93
288.07% $1,544.23
11.46%
ADBE
+3.03%
+5,888
+0.13%
$575.72
36.89% $363.35
4.58%
AMZN
+2.79%
+30,580
+0.29%
$164.25
37.00% $225.02
10.56%
MA
+2.09%
+28,309
+0.39%
$347.68
58.24% $550.18
19.08%
SPGI
+0.31%
+2,660
+0.07%
$424.89
24.05% $527.07
21.55%
MCO
+0.09%
+1,000
+0.01%
$355.11
40.67% $499.53
16.31%
2021 Q2 (6 results)
AMZN
+4,173.34%
+1,137,720
+10.27%
$172.01
30.82% $225.02
10.52%
ADBE
+3.74%
+7,000
+0.16%
$585.64
37.96% $363.35
4.42%
FICO
+0.83%
+5,508
+0.11%
$502.68
207.20% $1,544.23
13.11%
MA
+0.79%
+10,656
+0.15%
$365.09
50.70% $550.18
19.19%
ADSK
+0.04%
+100
+0.00%
$291.90
3.94% $280.39
2.88%
AZPN
-100.00%
-303,953
-2.17%
$144.33
83.14% $264.33
0.00%
2021 Q1 (10 results)
ADBE
+132.53%
+106,689
+2.40%
$475.37
23.56% $363.35
4.21%
MA
+98.36%
+665,544
+11.21%
$356.05
54.52% $550.18
22.61%
SPGI
+97.13%
+473,387
+10.47%
$352.87
49.37% $527.07
21.24%
MCO
+94.64%
+561,717
+7.94%
$298.61
67.29% $499.53
16.32%
FICO
+92.33%
+319,723
+7.35%
$486.05
217.71% $1,544.23
15.31%
AZPN
+91.43%
+145,174
+1.26%
$144.33
83.14% $264.33
0.00%
V
+88.68%
+477,181
+4.78%
$211.73
64.33% $347.93
10.17%
INTU
+85.95%
+76,599
+1.80%
$383.06
95.24% $747.90
3.90%
AMZN
+84.20%
+16,840
+0.12%
$154.70
45.46% $225.02
0.27%
ADSK
+84.20%
+115,884
+1.52%
$277.15
1.17% $280.39
3.32%
2020 Q4 (7 results)
MA
+52.17%
+189,050
+7.69%
$356.94
54.14% $550.18
22.43%
ADBE
+12.59%
+7,605
+0.42%
$500.12
27.35% $363.35
3.74%
AZPN
+11.59%
+21,000
+0.25%
$130.25
102.94% $264.33
2.45%
V
+11.43%
+44,160
+1.12%
$218.73
59.07% $347.93
10.93%
SPGI
+1.82%
+11,543
+0.35%
$328.73
60.33% $527.07
19.71%
FICO
+1.76%
+6,000
+0.28%
$511.04
202.17% $1,544.23
16.44%
MCO
+0.85%
+5,000
+0.13%
$290.24
72.11% $499.53
16.00%
2020 Q3 (3 results)
SPGI
+15.80%
+86,493
+3.38%
$360.60
46.16% $527.07
24.81%
MCO
+3.34%
+16,340
+0.60%
$289.85
72.34% $499.53
18.51%
MA
+0.79%
+3,500
+0.13%
$338.17
62.69% $550.18
16.32%
2020 Q2 (7 results)
ADBE
buy
+71,500
+3.78%
$435.31
16.53% $363.35
3.78%
AZPN
+313.73%
+128,518
+1.73%
$103.61
155.12% $264.33
2.28%
MA
+151.15%
+265,500
+9.54%
$295.70
86.06% $550.18
15.86%
ADSK
+27.37%
+29,574
+0.86%
$239.19
17.23% $280.39
4.00%
MCO
+26.59%
+119,614
+3.99%
$274.73
81.83% $499.53
19.02%
SPGI
+25.01%
+99,138
+4.39%
$329.48
59.97% $527.07
21.93%
INTU
+22.29%
+19,412
+0.76%
$296.19
152.51% $747.90
4.17%
2020 Q1 (3 results)
MA
+107.01%
+87,622
+4.65%
$241.56
127.76% $550.18
8.99%
SPGI
+3.93%
+16,553
+0.86%
$245.05
115.09% $527.07
22.73%
FICO
+2.16%
+7,200
+0.47%
$307.69
401.88% $1,544.23
22.17%
50 of 133

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.