Dev Kantesaria - Valley Forge Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 9 | |
| Portfolio Value | $4.39B |
Valley Forge Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | MSCI MSCI Inc. | Sell - Position Exit | -59,700-100.0% |
Q2 2025Jun 30, 2025 | EFX Equifax, Inc. | Sell - Position Exit | -144,000-100.0% |
Q2 2025Jun 30, 2025 | INTU Intuit Inc. | Sell - Position Exit | -297,360-100.0% |
Q2 2025Jun 30, 2025 | FICO Fair Isaac Corporation | Sell - Position Exit | -768,422-100.0% |
Q2 2025Jun 30, 2025 | V Visa Inc. | Sell - Position Exit | -912,017-100.0% |
Q2 2025Jun 30, 2025 | MCO Moody's Corporation | Sell - Position Exit | -1,314,144-100.0% |
Q2 2025Jun 30, 2025 | MA Mastercard Incorporated | Sell - Position Exit | -1,484,772-100.0% |
Q2 2025Jun 30, 2025 | SPGI S&P Global Inc. | Sell - Position Exit | -1,755,098-100.0% |
Q1 2025Mar 31, 2025 | FICO Fair Isaac Corporation | Sell | -15,700-2.0% |
Q1 2025Mar 31, 2025 | INTU Intuit Inc. | Sell | -104,921-26.1% |
Q4 2024Dec 31, 2024 | EFX Equifax, Inc. | Buy - Position Entry | +144,000 |
Q4 2024Dec 31, 2024 | MSCI MSCI Inc. | Buy - Position Entry | +59,700 |
Q4 2024Dec 31, 2024 | SPGI S&P Global Inc. | Buy | +49,200+2.9% |
Q4 2024Dec 31, 2024 | MCO Moody's Corporation | Buy | +25,700+2.0% |
Q4 2024Dec 31, 2024 | FICO Fair Isaac Corporation | Sell | -24,671-3.1% |
Q4 2024Dec 31, 2024 | INTU Intuit Inc. | Sell | -42,600-9.6% |
Q4 2024Dec 31, 2024 | AZPN Aspen Technology, Inc. | Sell - Position Exit | -295,485-100.0% |
Q3 2024Sep 30, 2024 | MCO Moody's Corporation | Buy | +70,034+5.7% |
Q3 2024Sep 30, 2024 | SPGI S&P Global Inc. | Buy | +50,337+3.0% |
Q3 2024Sep 30, 2024 | FICO Fair Isaac Corporation | Sell | -68,955-7.9% |
Q2 2024Jun 30, 2024 | FICO Fair Isaac Corporation | Sell | -3,000-0.3% |
Q1 2024Mar 31, 2024 | FICO Fair Isaac Corporation | Sell | -22,839-2.5% |
Q4 2023Dec 31, 2023 | V Visa Inc. | Buy | +7,040+0.8% |
Q4 2023Dec 31, 2023 | MA Mastercard Incorporated | Sell | -4,330-0.3% |
Q4 2023Dec 31, 2023 | FICO Fair Isaac Corporation | Sell | -39,461-4.2% |
Q2 2023Jun 30, 2023 | SPGI S&P Global Inc. | Buy | +262,908+18.9% |
Q2 2023Jun 30, 2023 | AZPN Aspen Technology, Inc. | Buy | +120,000+68.4% |
Q2 2023Jun 30, 2023 | ADSK Autodesk, Inc. | Sell - Position Exit | -224,034-100.0% |
Q2 2023Jun 30, 2023 | ADBE Adobe Inc. | Sell - Position Exit | -246,305-100.0% |
Q1 2023Mar 31, 2023 | INTU Intuit Inc. | Buy | +246,810+124.6% |