Valley Forge Capital Dev Kantesaria
Top positions activity
Value History
Quarterly report: Q1 2025
Total portfolio value: $4.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FICO
|
Fair, Isaac Corp. | 1.4B 32.28% | 768.4K | -15.7K ↓2.00% | |
|
SPGI
|
S&P Global Inc | 891.8M 20.31% | 1.8M | = | |
|
MA
|
Mastercard Incorporated - Class A | 813.8M 18.54% | 1.5M | = | |
|
MCO
|
Moody`s Corp. | 612.0M 13.94% | 1.3M | = | |
|
V
|
Visa Inc - Class A | 319.6M 7.28% | 912.0K | = | |
|
INTU
|
Intuit Inc | 182.6M 4.15% | 297.4K | -104.9K ↓26.08% | |
|
ASML
|
ASML Holding NV - New York Shares | 83.2M 1.89% | 125.6K | = | |
|
EFX
|
Equifax, Inc. | 35.1M 0.79% | 144.0K | = | |
|
MSCI
|
MSCI Inc | 33.8M 0.76% | 59.7K | = |