Valley Forge Capital Dev Kantesaria
Top positions activity
Value History
Quarterly report: Q4 2023
Total portfolio value: $3.5B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FICO
|
Fair, Isaac Corp. | 1.1B 29.89% | 903.6K | -39.5K ↓4.18% | |
|
SPGI
|
S&P Global Inc | 729.3M 20.72% | 1.7M | = | |
|
MA
|
Mastercard Incorporated - Class A | 633.3M 17.99% | 1.5M | -4.3K ↓0.29% | |
|
MCO
|
Moody`s Corp. | 475.9M 13.52% | 1.2M | = | |
|
INTU
|
Intuit Inc | 278.1M 7.9% | 444.9K | = | |
|
V
|
Visa Inc - Class A | 237.4M 6.74% | 912.0K | +7.0K ↑0.78% | |
|
AZPN
|
Aspen Technology Inc. | 65.1M 1.84% | 295.5K | = | |
|
ASML
|
ASML Holding NV - New York Shares | 47.6M 1.35% | 62.9K | = |