Valley Forge Capital Dev Kantesaria
Top positions activity
Value History
Quarterly report: Q4 2025
Total portfolio value: $4.4B
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
FICO
|
Fair, Isaac Corp. | 1.3B 29.48% | 769.4K | +1.0K ↑0.13% | |
|
SPGI
|
S&P Global Inc | 918.8M 20.82% | 1.8M | +3.1K ↑0.18% | |
|
MA
|
Mastercard Incorporated - Class A | 849.1M 19.24% | 1.5M | +2.6K ↑0.18% | |
|
MCO
|
Moody`s Corp. | 672.9M 15.25% | 1.3M | +3.1K ↑0.24% | |
|
V
|
Visa Inc - Class A | 321.4M 7.28% | 916.4K | +4.4K ↑0.48% | |
|
INTU
|
Intuit Inc | 146.6M 3.32% | 221.2K | -39.9K ↓15.27% | |
|
ASML
|
ASML Holding NV - New York Shares | 135.1M 3.06% | 126.2K | +615 ↑0.49% | |
|
MSCI
|
MSCI Inc | 34.9M 0.79% | 60.8K | +1.1K ↑1.79% | |
|
EFX
|
Equifax, Inc. | 31.8M 0.71% | 146.4K | +2.4K ↑1.63% |