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 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 |