Dev Kantesaria - Valley Forge Capital Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 14, 2025 | |
| Total Stocks | 9 | |
| Portfolio Value | $4.53B |
Valley Forge Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
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% |
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 |