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%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2019 Q4 (2 results)
MA
MASTERCARD INC - A
+10.41%
+4,080
+0.46%
$298.59
90.65% $569.24
4.92%
MCO
MOODY'S CORP
+0.67%
+3,000
+0.14%
$237.41
112.74% $505.06
20.76%
2019 Q3 (4 results)
MA
MASTERCARD INC - A
+114.97%
+22,810
+2.49%
$271.57
109.61% $569.24
4.66%
AZPN
ASPEN TECHNOLOGY INC
+38.15%
+12,100
+0.33%
$123.09
114.74% $264.33
1.20%
MCO
MOODY'S CORP
+6.18%
+26,000
+1.19%
$204.83
146.57% $505.06
20.43%
V
VISA INC-CLASS A SHARES
+2.99%
+7,560
+0.54%
$172.01
108.63% $358.86
18.54%
2019 Q2 (2 results)
V
VISA INC-CLASS A SHARES
+4.22%
+11,115
+0.78%
$173.55
106.78% $358.86
19.29%
SPGI
S&P GLOBAL INC
+3.44%
+14,000
+0.76%
$227.79
132.50% $529.61
22.76%
2019 Q1 (4 results)
V
VISA INC-CLASS A SHARES
+389.05%
+225,490
+14.80%
$156.19
129.76% $358.86
18.60%
INTU
INTUIT INC
+17.36%
+14,000
+0.97%
$261.41
202.20% $789.98
6.55%
MCO
MOODY'S CORP
+9.35%
+36,000
+1.73%
$181.09
178.90% $505.06
20.17%
MNST
MONSTER BEVERAGE CORP
-100.00%
-5,864,988
-6.92%
$3.08
1K+% $62.99
0.00%
2018 Q4 (8 results)
ADSK
AUTODESK INC
+41.80%
+31,850
+1.55%
$128.61
145.72% $316.01
5.26%
INTU
INTUIT INC
+37.85%
+22,141
+1.65%
$196.85
301.32% $789.98
6.01%
V
VISA INC-CLASS A SHARES
+12.20%
+6,750
+0.50%
$131.93
172.00% $358.86
4.59%
SPGI
S&P GLOBAL INC
+10.25%
+37,875
+2.44%
$169.94
211.64% $529.61
26.19%
MCO
MOODY'S CORP
+4.20%
+15,500
+0.82%
$140.04
260.66% $505.06
20.39%
MA
MASTERCARD INC - A
+2.88%
+1,000
+0.07%
$188.64
201.75% $569.24
2.55%
MNST
MONSTER BEVERAGE CORP
-12.66%
-849,870
-1.43%
$3.08
1K+% $62.99
0.00%
META
META PLATFORMS INC-CLASS A
-100.00%
-25,000
-1.56%
$164.48
336.42% $717.83
0.00%
2018 Q3 (4 results)
ADSK
AUTODESK INC
buy
+58,293
+3.96%
$156.12
102.42% $316.01
3.96%
SPGI
S&P GLOBAL INC
+22.27%
+67,300
+4.38%
$195.39
171.05% $529.61
24.03%
MCO
MOODY'S CORP
+5.12%
+13,230
+1.00%
$167.20
202.07% $505.06
20.55%
FICO
FAIR ISAAC CORP
+4.39%
+14,000
+1.06%
$228.55
711.80% $1,855.38
25.33%
2018 Q2 (3 results)
FICO
FAIR ISAAC CORP
buy
+258,453
+23.98%
$193.32
859.75% $1,855.38
23.98%
AMZN
AMAZONCOM INC
buy
+16,500
+0.66%
$85.00
162.34% $222.99
0.66%
EFX
EQUIFAX INC
-100.00%
-270,003
-12.37%
$117.81
122.23% $261.81
0.00%
2018 Q1 (4 results)
META
META PLATFORMS INC-CLASS A
buy
+25,000
+1.87%
$159.80
349.21% $717.83
1.87%
MNST
MONSTER BEVERAGE CORP
+14.49%
+1,231,696
+2.06%
$3.58
1K+% $62.99
16.29%
EFX
EQUIFAX INC
+11.80%
+28,500
+1.57%
$117.81
122.23% $261.81
0.00%
SPGI
S&P GLOBAL INC
+3.43%
+10,023
+0.90%
$191.06
177.20% $529.61
27.04%
2017 Q4 (1 result)
EFX
EQUIFAX INC
+156.92%
+147,503
+9.18%
$117.92
122.02% $261.81
15.03%
2017 Q3 (2 results)
EFX
EQUIFAX INC
buy
+88,830
+6.32%
$105.99
147.02% $261.81
6.32%
NKE
NIKE INC -CL B
-100.00%
-125,084
-4.68%
$59.00
29.47% $76.39
0.00%
2017 Q2 (1 result)
MNST
MONSTER BEVERAGE CORP
+1.82%
+148,262
+0.34%
$3.10
1K+% $62.99
18.77%
2017 Q1 (1 result)
MNST
MONSTER BEVERAGE CORP
+14.12%
+1,033,136
+2.32%
$2.89
2K+% $62.99
18.75%
36 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.