Valley Forge Capital Dev Kantesaria
Top positions activity
Value History
Quarterly report: Q3 2025
Total portfolio value: $4.2B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FICO
|
Fair, Isaac Corp. | 1.1B 27.66% | 768.4K | = | |
|
SPGI
|
S&P Global Inc | 854.2M 20.54% | 1.8M | = | |
|
MA
|
Mastercard Incorporated - Class A | 844.6M 20.31% | 1.5M | = | |
|
MCO
|
Moody`s Corp. | 626.2M 15.06% | 1.3M | = | |
|
V
|
Visa Inc - Class A | 311.3M 7.48% | 912.0K | = | |
|
INTU
|
Intuit Inc | 178.3M 4.28% | 261.1K | -2.2K ↓0.84% | |
|
ASML
|
ASML Holding NV - New York Shares | 121.6M 2.92% | 125.6K | = | |
|
EFX
|
Equifax, Inc. | 36.9M 0.88% | 144.0K | = | |
|
MSCI
|
MSCI Inc | 33.9M 0.81% | 59.7K | = |