Valley Forge Capital Dev Kantesaria
Top positions activity
Value History
Quarterly report: Q2 2024
Total portfolio value: $3.9B
TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
---|---|---|---|---|---|
FICO
|
Fair, Isaac Corp. | 1.3B 33.78% | 877.7K | -3.0K ↓0.34% | |
SPGI
|
S&P Global Inc | 738.4M 19.09% | 1.7M | = | |
MA
|
Mastercard Incorporated - Class A | 655.0M 16.93% | 1.5M | = | |
MCO
|
Moody`s Corp. | 512.9M 13.26% | 1.2M | = | |
INTU
|
Intuit Inc | 292.4M 7.55% | 444.9K | = | |
V
|
Visa Inc - Class A | 239.4M 6.18% | 912.0K | = | |
ASML
|
ASML Holding NV - New York Shares | 64.3M 1.66% | 62.9K | = | |
AZPN
|
Aspen Technology Inc. | 58.7M 1.51% | 295.5K | = |