Earn 10$ Cash for every Pro+ Friend you Refer!

Dev Kantesaria

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
8
ROI %
50.64%
QoQ%
14.39%
Avg. Holding Period
5y

Sector Breakdown

Top Investments

Upgrade to PRO to see more

Discover the most recent trades made by this Billionaire.

Upgrade Now

Sold

3K

shares of

FI

FICO

for

$1,488.66

Sold

22.8K

shares of

FI

FICO

for

$1,249.61

Sold

39.5K

shares of

FI

FICO

for

$1,164.01

Sold

4.3K

shares of

MA

MA

for

$426.51

Bought

7K

shares of

V

V

for

$260.35

Bought

262.9K

shares of

SP

SPGI

for

$400.89

Performance

Holdings

S&P 500

Stocks

8

Options

0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date

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

MA

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

V

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