Valley Forge Capital Dev Kantesaria
Top positions activity
Value History
Quarterly report: Q3 2024
Total portfolio value: $4.5B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FICO
|
Fair, Isaac Corp. | 1.6B 34.93% | 808.8K | -69.0K ↓7.86% | |
|
SPGI
|
S&P Global Inc | 881.3M 19.58% | 1.7M | +50.3K ↑3.04% | |
|
MA
|
Mastercard Incorporated - Class A | 733.2M 16.29% | 1.5M | = | |
|
MCO
|
Moody`s Corp. | 611.5M 13.58% | 1.3M | +70.0K ↑5.75% | |
|
INTU
|
Intuit Inc | 276.3M 6.13% | 444.9K | = | |
|
V
|
Visa Inc - Class A | 250.8M 5.57% | 912.0K | = | |
|
ASML
|
ASML Holding NV - New York Shares | 104.7M 2.32% | 125.6K | +62.7K ↑99.72% | |
|
AZPN
|
Aspen Technology Inc. | 70.6M 1.56% | 295.5K | = |