Dev Kantesaria's Portfolio

Valley Forge Capital Management 13F holdings

What is Dev Kantesaria's portfolio?

Valley Forge Capital Management has disclosed a total of 11 security holdings in their (2018 Q3) SEC 13F filing(s) with portfolio value of $300,511,000.

What stocks does Dev Kantesaria own?

In Dev Kantesaria's portfolio as of 30 Sep 2018, the top 5 holdings are (FICO) FAIR ISAAC CORP (25.33%), (SPGI) S&P GLOBAL INC (24.03%), (MCO) MOODY'S CORP (20.55%), (MNST) MONSTER BEVERAGE CORP (11.80%) and (INTU) INTUIT INC (4.43%).

To see the historical data of Valley Forge Capital Management's portfolio holdings please click on the "2018 Q3" dropdown menu and select the date.

To see Valley Forge Capital Management's original 13F reports (2018 Q3), please click on the "important" button.

Portfolio value: $300M+

Period: 2018 Q3

Number of stock: 11

Update: 14 Nov 2018

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

AMZN

AMAZONCOM INC

0.67%

20,000

$100.15

96.82% $197.12

$2,003,000

AZPN

ASPEN TECHNOLOGY INC

1.20%

31,713

$113.90

120.24% $250.85

$3,612,000

ADSK

AUTODESK INC

3.96%

58,293

$156.12

108.05% $324.80

$9,100,440

buy

+3.96%

FICO

FAIR ISAAC CORP

25.33%

333,078

$228.55

930.56% $2,355.35

$76,125,000

+4.39% (+14,000)

+1.06%

INTU

INTUIT INC

4.43%

43,875

$227.40

182.04% $641.36

$9,977,250

MASTERCARD INC - A

2.57%

34,750

$222.62

134.46% $521.95

$7,736,000