Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q4 2016)
According to the SEC 13F filed on Aug 14, 2026, the Valley Forge Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2016. 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
|