Dev Kantesaria Holdings Activity

Valley Forge Capital Management Portfolio 13F

Valley Forge Capital Management has disclosed a total of 9 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 2, decreased the number of shares of 5 and completely sold out 2 position(s).

What stocks is Dev Kantesaria buying now?

In the recent quarter Dev Kantesaria has purchased 2 securities: (ASML) ASML HOLDING NV-NY REG SHS (added shares +35.52%) and (MA) MASTERCARD INC - A (added shares +0.01%).

What does Dev Kantesaria invest in?

Dev Kantesaria's top 5 holdings (by % of portfolio) are (FICO) FAIR ISAAC CORP (24.33%), (SPGI) S&P GLOBAL INC (22.15%), (MA) MASTERCARD INC - A (22.02%), (MCO) MOODY'S CORP (17.02%) and (ASML) ASML HOLDING NV-NY REG SHS (6.69%).

In the latest report(s) the following changes have been made to the top investments: (FICO) FAIR ISAAC CORP (reduced shares -0.01%), (SPGI) S&P GLOBAL INC (reduced shares -0.01%), (MA) MASTERCARD INC - A (added shares +0.01%), (MCO) MOODY'S CORP (reduced shares -0.01%) and (ASML) ASML HOLDING NV-NY REG SHS (added shares +35.52%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2020 Q4 (7 results)
MA
MASTERCARD INC - A
+52.17%
+231,964
+7.69%
$356.94
37.27% $489.98
22.43%
ADBE
ADOBE INC
+12.59%
+9,000
+0.42%
$500.12
59.21% $204.02
3.74%
AZPN
ASPEN TECHNOLOGY INC
+11.59%
+21,000
+0.25%
$130.25
-
2.45%
V
VISA INC-CLASS A SHARES
+11.43%
+55,200
+1.12%
$218.73
47.39% $322.39
10.93%
SPGI
S&P GLOBAL INC
+1.82%
+11,543
+0.35%
$328.73
27.43% $418.91
19.71%
FICO
FAIR ISAAC CORP
+1.76%
+6,000
+0.28%
$511.04
130.74% $1,179.19
16.44%
MCO
MOODY'S CORP
+0.85%
+5,000
+0.13%
$290.24
54.30% $447.85
16.00%
2020 Q3 (3 results)
SPGI
S&P GLOBAL INC
+15.80%
+86,493
+3.38%
$360.60
16.17% $418.91
24.81%
MCO
MOODY'S CORP
+3.34%
+19,000
+0.60%
$289.85
54.51% $447.85
18.51%
MA
MASTERCARD INC - A
+0.79%
+3,500
+0.13%
$338.17
44.89% $489.98
16.32%
2020 Q2 (7 results)
ADBE
ADOBE INC
buy
+71,500
+3.78%
$435.31
53.13% $204.02
3.78%
AZPN
ASPEN TECHNOLOGY INC
+313.73%
+137,453
+1.73%
$103.61
-
2.28%
MA
MASTERCARD INC - A
+151.15%
+265,500
+9.54%
$295.70
65.70% $489.98
15.86%
ADSK
AUTODESK INC
+27.37%
+29,574
+0.86%
$239.19
17.04% $198.43
4.00%
MCO
MOODY'S CORP
+26.59%
+119,614
+3.99%
$274.73
63.01% $447.85
19.02%
SPGI
S&P GLOBAL INC
+25.01%
+109,545
+4.39%
$329.48
27.14% $418.91
21.93%
INTU
INTUIT INC
+22.29%
+21,100
+0.76%
$296.19
6.57% $276.73
4.17%
2020 Q1 (3 results)
MA
MASTERCARD INC - A
+107.01%
+90,800
+4.65%
$241.56
102.84% $489.98
8.99%
SPGI
S&P GLOBAL INC
+3.93%
+16,553
+0.86%
$245.05
70.95% $418.91
22.73%
FICO
FAIR ISAAC CORP
+2.16%
+7,200
+0.47%
$307.69
283.24% $1,179.19
22.17%
2019 Q4 (2 results)
MA
MASTERCARD INC - A
+10.41%
+8,000
+0.46%
$298.59
64.10% $489.98
4.92%
MCO
MOODY'S CORP
+0.67%
+3,000
+0.14%
$237.41
88.64% $447.85
20.76%
2019 Q3 (4 results)
MA
MASTERCARD INC - A
+114.97%
+41,100
+2.49%
$271.57
80.43% $489.98
4.66%
AZPN
ASPEN TECHNOLOGY INC
+38.15%
+12,100
+0.33%
$123.09
-
1.20%
MCO
MOODY'S CORP
+6.18%
+26,000
+1.19%
$204.83
118.64% $447.85
20.43%
V
VISA INC-CLASS A SHARES
+2.99%
+14,000
+0.54%
$172.01
87.43% $322.39
18.54%
2019 Q2 (2 results)
V
VISA INC-CLASS A SHARES
+4.22%
+19,000
+0.78%
$173.55
85.76% $322.39
19.29%
SPGI
S&P GLOBAL INC
+3.44%
+14,000
+0.76%
$227.79
83.90% $418.91
22.76%
2019 Q1 (4 results)
V
VISA INC-CLASS A SHARES
+389.05%
+357,922
+14.80%
$156.19
106.41% $322.39
18.60%
INTU
INTUIT INC
+17.36%
+14,000
+0.97%
$261.41
5.86% $276.73
6.55%
MCO
MOODY'S CORP
+9.35%
+36,000
+1.73%
$181.09
147.31% $447.85
20.17%
MNST
MONSTER BEVERAGE CORP
-100.00%
-8,499,984
-6.92%
$3.08
2K+% $92.83
0.00%
2018 Q4 (8 results)
ADSK
AUTODESK INC
+41.80%
+31,850
+1.55%
$128.61
54.29% $198.43
5.26%
INTU
INTUIT INC
+37.85%
+22,141
+1.65%
$196.85
40.58% $276.73
6.01%
V
VISA INC-CLASS A SHARES
+12.20%
+10,000
+0.50%
$131.93
144.36% $322.39
4.59%
SPGI
S&P GLOBAL INC
+10.25%
+37,875
+2.44%
$169.94
146.50% $418.91
26.19%
MCO
MOODY'S CORP
+4.20%
+15,500
+0.82%
$140.04
219.80% $447.85
20.39%
MA
MASTERCARD INC - A
+2.88%
+1,000
+0.07%
$188.64
159.74% $489.98
2.55%
MNST
MONSTER BEVERAGE CORP
-12.66%
-1,231,696
-1.43%
$3.08
2K+% $92.83
0.00%
META
META PLATFORMS INC-CLASS A
-100.00%
-25,000
-1.56%
$164.48
244.71% $566.98
0.00%
2018 Q3 (4 results)
ADSK
AUTODESK INC
buy
+76,200
+3.96%
$156.12
27.10% $198.43
3.96%
SPGI
S&P GLOBAL INC
+22.27%
+67,300
+4.38%
$195.39
114.40% $418.91
24.03%
MCO
MOODY'S CORP
+5.12%
+18,000
+1.00%
$167.20
167.85% $447.85
20.55%
FICO
FAIR ISAAC CORP
+4.39%
+14,000
+1.06%
$228.55
415.94% $1,179.19
25.33%
2018 Q2 (3 results)
AMZN
AMAZONCOM INC
buy
+20,000
+0.66%
$85.00
180.65% $238.55
0.66%
FICO
FAIR ISAAC CORP
buy
+319,078
+23.98%
$193.32
509.97% $1,179.19
23.98%
EFX
EQUIFAX INC
-100.00%
-270,003
-12.37%
$117.81
38.96% $163.71
0.00%
47 of 153

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.