Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q4 2016)
As of Dec 31, 2016, 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 Q4 2016, the filing reported:
New Buys - Intuit Inc., Mastercard Incorporated, Moody's Corporation, Monster Beverage Corporation, Nike, Inc., and 2 more
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2016
|
INTU
Intuit Inc.
|
Buy - Position Entry |
+58,500
|
|
Q4 2016
|
MA
Mastercard Incorporated
|
Buy - Position Entry |
+34,750
|
|
Q4 2016
|
MCO
Moody's Corporation
|
Buy - Position Entry |
+351,415
|
|
Q4 2016
|
MNST
Monster Beverage Corporation
|
Buy - Position Entry |
+457,174
|
|
Q4 2016
|
NKE
Nike, Inc.
|
Buy - Position Entry |
+125,084
|
|
Q4 2016
|
SPGI
S&P Global Inc.
|
Buy - Position Entry |
+292,209
|
|
Q4 2016
|
V
Visa Inc.
|
Buy - Position Entry |
+82,000
|