Valley Forge Capital Dev Kantesaria
Top positions activity
Value History
Quarterly report: Q4 2024
Total portfolio value: $4.5B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FICO
|
Fair, Isaac Corp. | 1.6B 34.38% | 784.1K | -24.7K ↓3.05% | |
|
SPGI
|
S&P Global Inc | 874.1M 19.25% | 1.8M | +49.2K ↑2.88% | |
|
MA
|
Mastercard Incorporated - Class A | 781.8M 17.22% | 1.5M | = | |
|
MCO
|
Moody`s Corp. | 622.1M 13.7% | 1.3M | +25.7K ↑1.99% | |
|
V
|
Visa Inc - Class A | 288.2M 6.34% | 912.0K | = | |
|
INTU
|
Intuit Inc | 252.8M 5.56% | 402.3K | -42.6K ↓9.58% | |
|
ASML
|
ASML Holding NV - New York Shares | 87.1M 1.91% | 125.6K | = | |
|
EFX
|
Equifax, Inc. | 36.7M 0.8% | 144.0K | +144.0K Newly Added | |
|
MSCI
|
MSCI Inc | 35.8M 0.78% | 59.7K | +59.7K Newly Added |
Sold Out Positions
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