Dev Kantesaria - Valley Forge Capital Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    7
Portfolio value:    $3,375,637,687
Holdings Activity Buys Sells    History
History Stock Activity ▼ Share change % change to portfolio
Q1 2026
☰ ASML - ASML Holding NV Add 35.52% 44,841 1.75
☰ MA - Mastercard Inc. Add 0.01% 87 0.00
☰ FICO - Fair Isaac Corp. Reduce 0.01% 82 0.00
☰ MCO - Moody's Corp. Reduce 0.01% 104 0.00
☰ SPGI - S&P Global Inc. Reduce 0.01% 105 0.00
☰ INTU - Intuit Inc. Reduce 14.54% 32,164 0.48
☰ V - Visa Inc. Reduce 34.66% 317,657 2.53
☰ MSCI - MSCI Inc. Sell 100.00% 60,770 0.79
☰ EFX - Equifax Inc. Sell 100.00% 146,352 0.72
Q4 2025
☰ MSCI - MSCI Inc. Add 1.79% 1,070 0.01
☰ EFX - Equifax Inc. Add 1.63% 2,352 0.01
☰ ASML - ASML Holding NV Add 0.49% 615 0.01
☰ V - Visa Inc. Add 0.48% 4,393 0.03
☰ MCO - Moody's Corp. Add 0.24% 3,148 0.04
☰ MA - Mastercard Inc. Add 0.18% 2,637 0.03
☰ SPGI - S&P Global Inc. Add 0.18% 3,081 0.04
☰ FICO - Fair Isaac Corp. Add 0.13% 1,002 0.04
☰ INTU - Intuit Inc. Reduce 15.27% 39,861 0.65
Q3 2025
☰ INTU - Intuit Inc. Reduce 0.84% 2,215 0.04
Q2 2025
☰ INTU - Intuit Inc. Reduce 11.45% 34,048 0.48
Q1 2025
☰ FICO - Fair Isaac Corp. Reduce 2.00% 15,700 0.69
☰ INTU - Intuit Inc. Reduce 26.08% 104,921 1.45
Q4 2024
☰ SPGI - S&P Global Inc. Add 2.88% 49,200 0.54
☰ MCO - Moody's Corp. Add 1.99% 25,700 0.27
☰ EFX - Equifax Inc. Buy 144,000 0.81
☰ MSCI - MSCI Inc. Buy 59,700 0.79
☰ FICO - Fair Isaac Corp. Reduce 3.05% 24,671 1.07
☰ INTU - Intuit Inc. Reduce 9.58% 42,600 0.59
☰ AZPN - Aspen Technology Inc Sell 100.00% 295,485 1.57
Q3 2024
☰ ASML - ASML Holding NV Add 99.72% 62,724 1.16
☰ MCO - Moody's Corp. Add 5.75% 70,034 0.74
☰ SPGI - S&P Global Inc. Add 3.04% 50,337 0.58
☰ FICO - Fair Isaac Corp. Reduce 7.86% 68,955 2.65
Q2 2024
☰ FICO - Fair Isaac Corp. Reduce 0.34% 3,000 0.10
Q1 2024
☰ FICO - Fair Isaac Corp. Reduce 2.53% 22,839 0.76
Q4 2023
☰ V - Visa Inc. Add 0.78% 7,040 0.05
☰ MA - Mastercard Inc. Reduce 0.29% 4,330 0.06
☰ FICO - Fair Isaac Corp. Reduce 4.18% 39,461 1.17
Q2 2023
☰ AZPN - Aspen Technology Inc Add 68.38% 120,000 0.68
☰ SPGI - S&P Global Inc. Add 18.88% 262,908 3.57
☰ ASML - ASML Holding NV Buy 62,903 1.55
☰ ADBE - Adobe Inc. Sell 100.00% 246,305 3.59
☰ ADSK - Autodesk Inc. Sell 100.00% 224,034 1.77
Q1 2023
☰ INTU - Intuit Inc. Add 124.61% 246,810 4.17
☰ FICO - Fair Isaac Corp. Reduce 2.08% 20,000 0.49
☰ MA - Mastercard Inc. Reduce 4.28% 66,565 0.94
☰ V - Visa Inc. Reduce 9.93% 99,800 0.84
☰ AMZN - Amazon.com Inc. Sell 100.00% 1,105,393 3.77
Q4 2022
☰ SPGI - S&P Global Inc. Add 7.52% 97,378 1.32
☰ MCO - Moody's Corp. Add 5.13% 59,406 0.67
☰ V - Visa Inc. Add 3.22% 31,300 0.26
☰ MA - Mastercard Inc. Reduce 1.19% 18,750 0.25
☰ AMZN - Amazon.com Inc. Reduce 32.36% 528,907 2.83
Q3 2022
☰ INTU - Intuit Inc. Add 1.02% 2,000 0.04
Q2 2022
☰ SPGI - S&P Global Inc. Add 8.91% 105,914 1.60
☰ MCO - Moody's Corp. Add 7.23% 78,123 0.95
☰ FICO - Fair Isaac Corp. Add 7.11% 63,918 1.15
☰ MA - Mastercard Inc. Add 2.11% 32,560 0.46
☰ AZPN - Aspen Technology Inc Buy 175,485 1.44
☰ AST - Aspen Technology Inc Sell 100.00% 417,823 2.63
Q1 2022
☰ MA - Mastercard Inc. Add 7.02% 101,159 1.38
☰ SPGI - S&P Global Inc. Add 6.87% 76,448 1.19
☰ MCO - Moody's Corp. Add 5.17% 53,147 0.68
☰ V - Visa Inc. Add 4.29% 40,080 0.34
☰ FICO - Fair Isaac Corp. Add 0.52% 4,648 0.08
☰ AST - Aspen Technology Inc Buy 417,823 2.63
☰ ADSK - Autodesk Inc. Reduce 11.66% 29,574 0.31
Q4 2021
☰ FICO - Fair Isaac Corp. Add 23.43% 169,771 2.78
☰ ADBE - Adobe Inc. Add 23.11% 46,228 0.99
☰ MA - Mastercard Inc. Add 4.31% 59,575 0.81
☰ AMZN - Amazon.com Inc. Add 0.99% 16,000 0.10
☰ V - Visa Inc. Reduce 8.07% 81,906 0.72
☰ INTU - Intuit Inc. Reduce 8.90% 19,150 0.41
☰ MCO - Moody's Corp. Reduce 11.11% 128,512 1.81
☰ SPGI - S&P Global Inc. Reduce 12.82% 163,631 2.76
Q3 2021
☰ FICO - Fair Isaac Corp. Add 7.92% 53,202 0.84
☰ ADBE - Adobe Inc. Add 3.03% 5,888 0.13
☰ AMZN - Amazon.com Inc. Add 2.79% 44,000 0.29
☰ MA - Mastercard Inc. Add 2.09% 28,309 0.39
☰ SPGI - S&P Global Inc. Add 0.31% 4,000 0.07
☰ MCO - Moody's Corp. Add 0.09% 1,000 0.01
Q2 2021
☰ AMZN - Amazon.com Inc. Add 4,173.34% 1,537,460 10.27
☰ ADBE - Adobe Inc. Add 3.74% 7,000 0.16
☰ FICO - Fair Isaac Corp. Add 0.83% 5,508 0.11
☰ MA - Mastercard Inc. Add 0.79% 10,656 0.15
☰ ADSK - Autodesk Inc. Add 0.04% 100 0.00
☰ AST - Aspen Technology Inc Sell 100.00% 387,202 2.64
Q1 2021
☰ ADBE - Adobe Inc. Add 132.53% 106,689 2.40
☰ MA - Mastercard Inc. Add 98.36% 665,544 11.21
☰ SPGI - S&P Global Inc. Add 97.13% 627,003 10.47
☰ MCO - Moody's Corp. Add 94.64% 561,717 7.94
☰ FICO - Fair Isaac Corp. Add 92.33% 319,723 7.35
☰ AST - Aspen Technology Inc Add 91.43% 184,936 1.26
☰ V - Visa Inc. Add 88.68% 477,181 4.78
☰ INTU - Intuit Inc. Add 85.95% 99,480 1.80
☰ ADSK - Autodesk Inc. Add 84.20% 115,884 1.52
☰ AMZN - Amazon.com Inc. Add 84.20% 16,840 0.12
Q4 2020
☰ MA - Mastercard Inc. Add 52.17% 231,964 7.69
☰ ADBE - Adobe Inc. Add 12.59% 9,000 0.42
☰ AST - Aspen Technology Inc Add 11.59% 21,000 0.25
☰ V - Visa Inc. Add 11.43% 55,200 1.12
☰ SPGI - S&P Global Inc. Add 1.82% 11,543 0.35
☰ FICO - Fair Isaac Corp. Add 1.76% 6,000 0.28
☰ MCO - Moody's Corp. Add 0.85% 5,000 0.13
Q3 2020
☰ SPGI - S&P Global Inc. Add 15.80% 86,493 3.38
☰ MCO - Moody's Corp. Add 3.34% 19,000 0.60
☰ MA - Mastercard Inc. Add 0.79% 3,500 0.13
Q2 2020
☰ AST - Aspen Technology Inc Add 313.73% 137,453 1.73
☰ MA - Mastercard Inc. Add 151.15% 265,500 9.55
☰ ADSK - Autodesk Inc. Add 27.37% 29,574 0.86
☰ MCO - Moody's Corp. Add 26.59% 119,614 3.99
☰ SPGI - S&P Global Inc. Add 25.01% 109,545 4.39
☰ INTU - Intuit Inc. Add 22.29% 21,100 0.76
☰ ADBE - Adobe Inc. Buy 71,500 3.78
Q1 2020
☰ MA - Mastercard Inc. Add 107.01% 90,800 4.65
☰ SPGI - S&P Global Inc. Add 3.93% 16,553 0.86
☰ FICO - Fair Isaac Corp. Add 2.16% 7,200 0.47
Q4 2019
☰ MA - Mastercard Inc. Add 10.41% 8,000 0.46
☰ MCO - Moody's Corp. Add 0.67% 3,000 0.14
Q3 2019
☰ MA - Mastercard Inc. Add 114.97% 41,100 2.49
☰ AST - Aspen Technology Inc Add 38.15% 12,100 0.33
☰ MCO - Moody's Corp. Add 6.18% 26,000 1.19
☰ V - Visa Inc. Add 2.99% 14,000 0.54
Q2 2019
☰ V - Visa Inc. Add 4.22% 19,000 0.78
☰ SPGI - S&P Global Inc. Add 3.44% 14,000 0.76
Q1 2019
☰ V - Visa Inc. Add 389.05% 357,922 14.80
☰ INTU - Intuit Inc. Add 17.36% 14,000 0.97
☰ MCO - Moody's Corp. Add 9.35% 36,000 1.73
☰ MNST - Monster Beverage Corp. Sell 100.00% 531,249 9.89
Q4 2018
☰ ADSK - Autodesk Inc. Add 41.80% 31,850 1.55
☰ INTU - Intuit Inc. Add 37.85% 22,141 1.65
☰ V - Visa Inc. Add 12.20% 10,000 0.50
☰ SPGI - S&P Global Inc. Add 10.25% 37,875 2.43
☰ MCO - Moody's Corp. Add 4.20% 15,500 0.82
☰ MA - Mastercard Inc. Add 2.88% 1,000 0.07
☰ MNST - Monster Beverage Corp. Reduce 12.66% 76,981 1.49
☰ META - Meta Platforms Inc. Sell 100.00% 25,000 1.37
Q3 2018
☰ SPGI - S&P Global Inc. Add 22.27% 67,300 4.38
☰ MCO - Moody's Corp. Add 5.12% 18,000 1.00
☰ FICO - Fair Isaac Corp. Add 4.39% 14,000 1.06
☰ ADSK - Autodesk Inc. Buy 76,200 3.96
Q2 2018
☰ FICO - Fair Isaac Corp. Buy 319,078 23.98
☰ AMZN - Amazon.com Inc. Buy 20,000 0.66
☰ EFX - Equifax Inc. Sell 100.00% 270,003 14.89
Q1 2018
☰ MNST - Monster Beverage Corp. Add 14.49% 76,981 2.06
☰ EFX - Equifax Inc. Add 11.80% 28,500 1.57
☰ SPGI - S&P Global Inc. Add 3.43% 10,023 0.90
☰ META - Meta Platforms Inc. Buy 25,000 1.87
Q4 2017
☰ EFX - Equifax Inc. Add 156.92% 147,503 9.18
Q3 2017
☰ EFX - Equifax Inc. Buy 94,000 6.32
☰ NKE - NIKE Inc. Sell 100.00% 125,084 5.25
Q2 2017
☰ MNST - Monster Beverage Corp. Add 1.82% 9,504 0.34
Q1 2017
☰ MNST - Monster Beverage Corp. Add 14.12% 64,571 2.32
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