Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q1 2019)

As of Mar 31, 2019, the Valley Forge Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2019, the filing reported:

New Buys - None reported

Increases - Intuit Inc., Moody's Corporation, Visa Inc.

Reductions - None reported

Complete Exits - Monster Beverage Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2019	INTU Intuit Inc.	Intuit Inc.	Buy	+14,000	+17.4%	$24.74K	94,641
Q1 2019	MCO Moody's Corporation	Moody's Corporation	Buy	+36,000	+9.4%	$76.22K	420,915
Q1 2019	MNST Monster Beverage Corporation	Monster Beverage Corporation	Sell - Position Exit	-531,249	-100.0%	$0.00	-
Q1 2019	V Visa Inc.	Visa Inc.	Buy	+357,922	+389.0%	$70.27K	449,922