Dev Kantesaria

Valley Forge Capital Management, LP

CIK

1697868

Investor and portfolio manager known for his value investing approach and his focus on identifying undervalued companies with strong fundamentals and potential for long-term growth.

14 Aug 2024

Last Update

AUM

$3.87B

Holdings

ROI %

42.61%

QoQ%

16.85%

Avg. Holding Period

Dev Kantesaria

Overview

Stock Insights

Activity

Filings

Overview Stock Insights Activity Filings

Sector Breakdown

Top Investments

Recent Activity

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Sold

shares of

FICO

for

$1,488.66

Sold

22.8K

shares of

FICO

for

$1,249.61

Sold

39.5K

shares of

FICO

for

$1,164.01

Sold

4.3K

shares of

for

$426.51

Bought

shares of

for

$260.35

Bought

262.9K

shares of

SPGI

for

$400.89

Performance

Holdings

S&P 500

Stocks

Options

FICO

Fair Isaac Corporation

877.75K

$1.31B

33.78%

-3K

-0.34%

$364.39(308.53%)

$1.49K

30 Jun 2024

SPGI

S&P Global Inc

1.66M

$738.38M

19.09%

$310.39(43.69%)

$446

30 Jun 2024

Mastercard Inc

1.48M

$655.02M

16.94%

$330.46(33.50%)

$441.16

30 Jun 2024

MCO

Moodys Corporation

1.22M

$512.87M

13.26%

$234.52(79.49%)

$420.93

30 Jun 2024

INTU

Intuit Inc

444.88K

$292.38M

7.56%

$370.06(77.60%)

$657.21

30 Jun 2024

Visa Inc. Class A

912.02K

$239.38M

6.19%

$182.83(43.56%)

$262.47

30 Jun 2024

ASML

ASML Holding NV ADR

62.9K

$64.33M

1.66%

$724.75(41.11%)

$1.02K

30 Jun 2024

AZPN

Aspen Technology Inc

295.49K

$58.69M

1.52%

$141.92(39.96%)

$198.63

30 Jun 2024