Dev Kantesaria Holdings Activity
Valley Forge Capital Management Portfolio 13F
Valley Forge Capital Management has disclosed a total of 5 changes to the portfolio in the latest (2023 Q2) SEC report(s): increased the number of shares of 2, bought 1 totally new and completely sold out 2 position(s).
What stocks is Dev Kantesaria buying now?
In the recent quarter Dev Kantesaria has purchased 3 securities: (SPGI) S&P GLOBAL INC (added shares +18.88%), (ASML) ASML HOLDING NV-NY REG SHS (new buy) and (AZPN) ASPEN TECHNOLOGY INC (added shares +68.38%).
What does Dev Kantesaria invest in?
Dev Kantesaria's top 5 holdings (by % of portfolio) are (FICO) FAIR ISAAC CORP (25.87%), (SPGI) S&P GLOBAL INC (22.5%), (MA) MASTERCARD INC - A (19.85%), (MCO) MOODY'S CORP (14.36%) and (V) VISA INC-CLASS A SHARES (7.29%).
In the latest report(s) the following change has been made to the top investments: (SPGI) S&P GLOBAL INC (added shares +18.88%).
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.