Valley Forge Capital Dev Kantesaria
Top positions activity
Value History
Quarterly report: Q1 2024
Total portfolio value: $3.7B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FICO
|
Fair, Isaac Corp. | 1.1B 30.01% | 880.7K | -22.8K ↓2.53% | |
|
MA
|
Mastercard Incorporated - Class A | 715.0M 19.5% | 1.5M | = | |
|
SPGI
|
S&P Global Inc | 704.4M 19.21% | 1.7M | = | |
|
MCO
|
Moody`s Corp. | 478.9M 13.06% | 1.2M | = | |
|
INTU
|
Intuit Inc | 289.2M 7.88% | 444.9K | = | |
|
V
|
Visa Inc - Class A | 254.5M 6.94% | 912.0K | = | |
|
AZPN
|
Aspen Technology Inc. | 63.0M 1.71% | 295.5K | = | |
|
ASML
|
ASML Holding NV - New York Shares | 61.0M 1.66% | 62.9K | = |