Dev Kantesaria – Valley Forge Capital Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Valley Forge Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. 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 Q2 2025, the filing reported:
New Buys – None reported
Increases – None reported
Reductions – Intuit Inc. (INTU)
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.
Valley Forge Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2020Mar 31, 2020 | MA Mastercard Incorporated | Buy | +90,800+107.0% |
Q1 2020Mar 31, 2020 | SPGI S&P Global Inc. | Buy | +16,553+3.9% |
Q1 2020Mar 31, 2020 | FICO Fair Isaac Corporation | Buy | +7,200+2.2% |
Q4 2019Dec 31, 2019 | MA Mastercard Incorporated | Buy | +8,000+10.4% |
Q4 2019Dec 31, 2019 | MCO Moody's Corporation | Buy | +3,000+0.7% |
Q3 2019Sep 30, 2019 | MA Mastercard Incorporated | Buy | +41,100+115.0% |
Q3 2019Sep 30, 2019 | MCO Moody's Corporation | Buy | +26,000+6.2% |
Q3 2019Sep 30, 2019 | V Visa Inc. | Buy | +14,000+3.0% |
Q2 2019Jun 30, 2019 | V Visa Inc. | Buy | +19,000+4.2% |
Q2 2019Jun 30, 2019 | SPGI S&P Global Inc. | Buy | +14,000+3.4% |
Q1 2019Mar 31, 2019 | V Visa Inc. | Buy | +357,922+389.0% |
Q1 2019Mar 31, 2019 | MCO Moody's Corporation | Buy | +36,000+9.4% |
Q1 2019Mar 31, 2019 | INTU Intuit Inc. | Buy | +14,000+17.4% |
Q1 2019Mar 31, 2019 | MNST Monster Beverage Corporation | Sell - Position Exit | -531,249-100.0% |
Q4 2018Dec 31, 2018 | SPGI S&P Global Inc. | Buy | +37,875+10.2% |
Q4 2018Dec 31, 2018 | ADSK Autodesk, Inc. | Buy | +31,850+41.8% |
Q4 2018Dec 31, 2018 | INTU Intuit Inc. | Buy | +22,141+37.8% |
Q4 2018Dec 31, 2018 | MCO Moody's Corporation | Buy | +15,500+4.2% |
Q4 2018Dec 31, 2018 | V Visa Inc. | Buy | +10,000+12.2% |
Q4 2018Dec 31, 2018 | MA Mastercard Incorporated | Buy | +1,000+2.9% |
Q4 2018Dec 31, 2018 | META Meta Platforms, Inc. | Sell - Position Exit | -25,000-100.0% |
Q4 2018Dec 31, 2018 | MNST Monster Beverage Corporation | Sell | -76,981-12.7% |
Q3 2018Sep 30, 2018 | ADSK Autodesk, Inc. | Buy - Position Entry | +76,200 |
Q3 2018Sep 30, 2018 | SPGI S&P Global Inc. | Buy | +67,300+22.3% |
Q3 2018Sep 30, 2018 | MCO Moody's Corporation | Buy | +18,000+5.1% |
Q3 2018Sep 30, 2018 | FICO Fair Isaac Corporation | Buy | +14,000+4.4% |
Q2 2018Jun 30, 2018 | FICO Fair Isaac Corporation | Buy - Position Entry | +319,078 |
Q2 2018Jun 30, 2018 | AMZN Amazon.com, Inc. | Buy - Position Entry | +1,000 |
Q2 2018Jun 30, 2018 | EFX Equifax, Inc. | Sell - Position Exit | -270,003-100.0% |
Q1 2018Mar 31, 2018 | MNST Monster Beverage Corporation | Buy | +76,981+14.5% |