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 10 security holdings in their (2022 Q4) SEC 13F filing(s) with portfolio value of $2,462,839,500.

What stocks does Dev Kantesaria own?

In Dev Kantesaria's portfolio as of 31 Dec 2022, the top 5 holdings are (FICO) FAIR ISAAC CORP (23.41%), (MA) MASTERCARD INC - A (21.96%), (SPGI) S&P GLOBAL INC (18.94%), (MCO) MOODY'S CORP (13.78%) and (V) VISA INC-CLASS A SHARES (8.48%).

To see the historical data of Valley Forge Capital Management's portfolio holdings please click on the "2022 Q4" dropdown menu and select the date.

To see Valley Forge Capital Management's original 13F reports (2022 Q4), please click on the "important" button.

Portfolio value: $2,462M+
Period: 2022 Q4
Number of stock: 10
Update: 14 Feb 2023
AMZN
3.77%
1,105,393
$84.00
22.96% $103.29
$92,853,012
-32.36% (-528,907)
-1.80%
SPGI
18.94%
1,392,653
$334.94
2.93% $344.77
$466,455,196
+7.52% (+97,378)
+1.32%
MCO
13.78%
1,218,410
$278.62
9.83% $306.02
$339,473,394
+5.13% (+59,406)
+0.67%
MA
21.96%
1,555,667
$347.73
4.51% $363.41
$540,952,086
-1.19% (-18,750)
-0.26%
V
8.48%
1,004,777
$207.76
8.52% $225.46
$208,752,470
+3.22% (+31,300)
+0.26%
ADBE
3.37%
246,305
$336.53
14.51% $385.37
$82,889,022
AZPN
1.46%
175,485
$205.40
11.43% $228.87
$36,044,619
ADSK
1.70%
224,034
$186.87
11.39% $208.16
$41,865,234
FICO
23.41%
963,048
$598.58
17.39% $702.69
$576,461,272
INTU
3.13%
198,071
$389.22
14.54% $445.83
$77,093,195
10 of 10

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.