Valley Forge Capital Dev Kantesaria
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $4.5B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FICO
|
Fair, Isaac Corp. | 1.4B 31.02% | 768.4K | = | |
|
SPGI
|
S&P Global Inc | 925.4M 20.44% | 1.8M | = | |
|
MA
|
Mastercard Incorporated - Class A | 834.4M 18.42% | 1.5M | = | |
|
MCO
|
Moody`s Corp. | 659.2M 14.55% | 1.3M | = | |
|
V
|
Visa Inc - Class A | 323.8M 7.15% | 912.0K | = | |
|
INTU
|
Intuit Inc | 207.4M 4.58% | 263.3K | -34.0K ↓11.45% | |
|
ASML
|
ASML Holding NV - New York Shares | 100.7M 2.22% | 125.6K | = | |
|
EFX
|
Equifax, Inc. | 37.3M 0.82% | 144.0K | = | |
|
MSCI
|
MSCI Inc | 34.4M 0.76% | 59.7K | = |