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 ago 2024
Última Actualización
Activos Bajo Gestión
$3.87BValores en cartera
8ROI %
42.61%QoQ%
16.85%Periodo Promedio de Tenencia
5y
Asignación por Sector
Financial Services
Other
Technology
Consumer Cyclical
Industrials
Communication Services
Actividad de Operaciones
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Descubre las operaciones más recientes realizadas por este Multimillonario.
Ticker
Nombre
Actividad
Comparte
Precio
Acciones Totales
Trimestre
Fecha de presentación
Forma
FICO
FICO
Vender
3,000
$1.49K
877.75K
Q2 2024
14 ago 2024
13F-HR
FICO
FICO
Vender
22,839
$1.25K
880.75K
Q1 2024
15 may 2024
13F-HR
FICO
FICO
Vender
39,461
$1.16K
903.59K
Q4 2023
14 feb 2024
13F-HR
MA
MA
Vender
4,330
$426.51
1.48M
Q4 2023
14 feb 2024
13F-HR
V
V
$260.35
912.02K
Q4 2023
14 feb 2024
13F-HR
SPGI
SPGI
$400.89
1.66M
Q2 2023
14 ago 2023
13F-HR
ADBE
ADBE
Vender
246,305
$385.37
-
Q2 2023
14 ago 2023
13F-HR
ADSK
ADSK
Vender
224,034
$208.16
-
Q2 2023
14 ago 2023
13F-HR
ASML
ASML
$724.75
62.9K
Q2 2023
14 ago 2023
13F-HR
AZPN
AZPN
$167.61
295.49K
Q2 2023
14 ago 2023
13F-HR
INTU
INTU
$445.83
444.88K
Q1 2023
15 may 2023
13F-HR
AMZN
AMZN
Vender
1,105,393
$84
-
Q1 2023
15 may 2023
13F-HR
MA
MA
Vender
66,565
$363.41
1.49M
Q1 2023
15 may 2023
13F-HR
V
V
Vender
99,800
$225.46
904.98K
Q1 2023
15 may 2023
13F-HR
FICO
FICO
Vender
20,000
$702.69
943.05K
Q1 2023
15 may 2023
13F-HR
AMZN
AMZN
Vender
528,907
$84
1.11M
Q4 2022
14 feb 2023
13F-HR
SPGI
SPGI
$334.94
1.39M
Q4 2022
14 feb 2023
13F-HR
MCO
MCO
$278.62
1.22M
Q4 2022
14 feb 2023
13F-HR
MA
MA
Vender
18,750
$347.73
1.56M
Q4 2022
14 feb 2023
13F-HR
V
V
$207.76
1M
Q4 2022
14 feb 2023
13F-HR
INTU
INTU
$387.32
198.07K
Q3 2022
14 nov 2022
13F-HR
AZPN
AZPN
Vender
242,338
$183.68
175.49K
Q2 2022
15 ago 2022
13F-HR
