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

DateSymbolTypeQuantity
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%
Q1 2018Mar 31, 2018
EFX
Equifax, Inc.
Buy
+28,500+11.8%
Q1 2018Mar 31, 2018
META
Meta Platforms, Inc.
Buy - Position Entry
+25,000
Q1 2018Mar 31, 2018
SPGI
S&P Global Inc.
Buy
+10,023+3.4%
Q4 2017Dec 31, 2017
EFX
Equifax, Inc.
Buy
+147,503+156.9%
Q3 2017Sep 30, 2017
EFX
Equifax, Inc.
Buy - Position Entry
+94,000
Q3 2017Sep 30, 2017
NKE
Nike, Inc.
Sell - Position Exit
-125,084-100.0%
Q2 2017Jun 30, 2017
MNST
Monster Beverage Corporation
Buy
+9,504+1.8%
Q1 2017Mar 31, 2017
MNST
Monster Beverage Corporation
Buy
+64,571+14.1%
Q4 2016Dec 31, 2016
MNST
Monster Beverage Corporation
Buy - Position Entry
+457,174
Q4 2016Dec 31, 2016
MCO
Moody's Corporation
Buy - Position Entry
+351,415
Q4 2016Dec 31, 2016
SPGI
S&P Global Inc.
Buy - Position Entry
+292,209
Q4 2016Dec 31, 2016
NKE
Nike, Inc.
Buy - Position Entry
+125,084
Q4 2016Dec 31, 2016
V
Visa Inc.
Buy - Position Entry
+82,000
Q4 2016Dec 31, 2016
INTU
Intuit Inc.
Buy - Position Entry
+58,500
Q4 2016Dec 31, 2016
MA
Mastercard Incorporated
Buy - Position Entry
+34,750
Page 5 of 5140 total trades