Valley Forge Capital Dev Kantesaria

Top positions activity

Value History

Quarterly report: Q3 2023

Total portfolio value: $2.9T
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FICO
Fair, Isaac Corp. 819.1B 27.93% 943.0K =
SPGI
S&P Global Inc 605.0B 20.63% 1.7M =
MA
Mastercard Incorporated - Class A 589.6B 20.1% 1.5M =
MCO
Moody`s Corp. 385.2B 13.14% 1.2M =
INTU
Intuit Inc 227.3B 7.75% 444.9K =
V
Visa Inc - Class A 208.2B 7.1% 905.0K =
AZPN
Aspen Technology Inc. 60.4B 2.05% 295.5K =
ASML
ASML Holding NV - New York Shares 37.0B 1.26% 62.9K =