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 |
|---|---|---|---|
Q2 2025Jun 30, 2025 | INTU Intuit Inc. | Sell | -34,048-11.5% |
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 | ASML ASML | Buy | +62,724+99.7% |
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 | ASML ASML | Buy - Position Entry | +62,903 |
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% |
Q1 2023Mar 31, 2023 | FICO Fair Isaac Corporation | Sell | -20,000-2.1% |
Q1 2023Mar 31, 2023 | MA Mastercard Incorporated | Sell | -66,565-4.3% |
Q1 2023Mar 31, 2023 | V Visa Inc. | Sell | -99,800-9.9% |
Q1 2023Mar 31, 2023 | AMZN Amazon.com, Inc. | Sell - Position Exit | -1,105,393-100.0% |
Q4 2022Dec 31, 2022 | SPGI S&P Global Inc. | Buy | +97,378+7.5% |