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.

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%
+8,000
+0.46%
$298.59
98.67% $593.21
4.92%
MCO
MOODY'S CORP
+0.67%
+3,000
+0.14%
$237.41
114.82% $510.00
20.76%
2019 Q3 (4 results)
MA
MASTERCARD INC - A
+114.97%
+41,100
+2.49%
$271.57
118.44% $593.21
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
148.99% $510.00
20.43%
V
VISA INC-CLASS A SHARES
+2.99%
+14,000
+0.54%
$172.01
102.79% $348.82
18.54%
2019 Q2 (2 results)
V
VISA INC-CLASS A SHARES
+4.22%
+19,000
+0.78%
$173.55
100.99% $348.82
19.29%
SPGI
S&P GLOBAL INC
+3.44%
+14,000
+0.76%
$227.79
142.19% $551.69
22.76%
2019 Q1 (4 results)
V
VISA INC-CLASS A SHARES
+389.05%
+357,922
+14.80%
$156.19
123.33% $348.82
18.60%
INTU
INTUIT INC
+17.36%
+14,000
+0.97%
$261.41
151.32% $656.96
6.55%
MCO
MOODY'S CORP
+9.35%
+36,000
+1.73%
$181.09
181.63% $510.00
20.17%
MNST
MONSTER BEVERAGE CORP
-100.00%
-8,499,984
-6.92%
$3.08
1K+% $62.30
0.00%
2018 Q4 (8 results)
ADSK
AUTODESK INC
+41.80%
+31,850
+1.55%
$128.61
121.87% $285.34
5.26%
INTU
INTUIT INC
+37.85%
+22,141
+1.65%
$196.85
233.74% $656.96
6.01%
V
VISA INC-CLASS A SHARES
+12.20%
+10,000
+0.50%
$131.93
164.39% $348.82
4.59%
SPGI
S&P GLOBAL INC
+10.25%
+37,875
+2.44%
$169.94
224.64% $551.69
26.19%
MCO
MOODY'S CORP
+4.20%
+15,500
+0.82%
$140.04
264.19% $510.00
20.39%
MA
MASTERCARD INC - A
+2.88%
+1,000
+0.07%
$188.64
214.46% $593.21
2.55%
MNST
MONSTER BEVERAGE CORP
-12.66%
-1,231,696
-1.43%
$3.08
1K+% $62.30
0.00%
META
META PLATFORMS INC-CLASS A
-100.00%
-25,000
-1.56%
$164.48
357.99% $753.30
0.00%
2018 Q3 (4 results)
ADSK
AUTODESK INC
buy
+76,200
+3.96%
$156.12
82.77% $285.34
3.96%
SPGI
S&P GLOBAL INC
+22.27%
+67,300
+4.38%
$195.39
182.35% $551.69
24.03%
MCO
MOODY'S CORP
+5.12%
+18,000
+1.00%
$167.20
205.02% $510.00
20.55%
FICO
FAIR ISAAC CORP
+4.39%
+14,000
+1.06%
$228.55
523.00% $1,423.87
25.33%
2018 Q2 (3 results)
AMZN
AMAZONCOM INC
buy
+20,000
+0.66%
$85.00
168.16% $227.94
0.66%
FICO
FAIR ISAAC CORP
buy
+319,078
+23.98%
$193.32
636.54% $1,423.87
23.98%
EFX
EQUIFAX INC
-100.00%
-270,003
-12.37%
$117.81
112.85% $250.76
0.00%
2018 Q1 (4 results)
META
META PLATFORMS INC-CLASS A
buy
+25,000
+1.87%
$159.80
371.40% $753.30
1.87%
MNST
MONSTER BEVERAGE CORP
+14.49%
+1,231,696
+2.06%
$3.58
1K+% $62.30
16.29%
EFX
EQUIFAX INC
+11.80%
+28,500
+1.57%
$117.81
112.85% $250.76
0.00%
SPGI
S&P GLOBAL INC
+3.43%
+10,023
+0.90%
$191.06
188.75% $551.69
27.04%
2017 Q4 (1 result)
EFX
EQUIFAX INC
+156.92%
+147,503
+9.18%
$117.92
112.65% $250.76
15.03%
2017 Q3 (2 results)
EFX
EQUIFAX INC
buy
+94,000
+6.32%
$105.99
136.59% $250.76
6.32%
NKE
NIKE INC -CL B
-100.00%
-125,084
-4.68%
$59.00
34.19% $79.17
0.00%
2017 Q2 (1 result)
MNST
MONSTER BEVERAGE CORP
+1.82%
+152,064
+0.34%
$3.10
1K+% $62.30
18.77%
2017 Q1 (1 result)
MNST
MONSTER BEVERAGE CORP
+14.12%
+1,033,136
+2.32%
$2.89
2K+% $62.30
18.75%
36 of 134

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.