Valley Forge Capital Dev Kantesaria

Top positions activity

Value History

Quarterly report: Q1 2026

Total portfolio value: $3.4B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FICO
Fair, Isaac Corp. 821.3M 24.33% 769.3K -82 ↓0.01%
SPGI
S&P Global Inc 747.8M 22.15% 1.8M -105 ↓0.01%
MA
Mastercard Incorporated - Class A 743.2M 22.01% 1.5M +87 ↑0.01%
MCO
Moody`s Corp. 574.6M 17.02% 1.3M -104 ↓0.01%
ASML
ASML Holding NV - New York Shares 226.0M 6.69% 171.1K +44.8K ↑35.52%
V
Visa Inc - Class A 181.0M 5.36% 598.8K -317.7K ↓34.66%
INTU
Intuit Inc 81.8M 2.42% 189.1K -32.2K ↓14.54%
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
MSCI
MSCI Inc 34.9M 0.79% 60.8K Sold Out
EFX
Equifax, Inc. 31.8M 0.71% 146.4K Sold Out