Dev Kantesaria - Valley Forge Capital Management, LP

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

Period	Portfolio Value	Top 20 holdings history (left to right)
2026 Q1	$3.38 B	FICO	SPGI	MA	MCO	ASML	V	INTU
2025 Q4	$4.41 B	FICO	SPGI	MA	MCO	V	INTU	ASML	MSCI	EFX
2025 Q3	$4.16 B	FICO	SPGI	MA	MCO	V	INTU	ASML	EFX	MSCI
2025 Q2	$4.53 B	FICO	SPGI	MA	MCO	V	INTU	ASML	EFX	MSCI
2025 Q1	$4.39 B	FICO	SPGI	MA	MCO	V	INTU	ASML	EFX	MSCI
2024 Q4	$4.54 B	FICO	SPGI	MA	MCO	V	INTU	ASML	EFX	MSCI
2024 Q3	$4.50 B	FICO	SPGI	MA	MCO	INTU	V	ASML	AZPN
2024 Q2	$3.87 B	FICO	SPGI	MA	MCO	INTU	V	ASML	AZPN
2024 Q1	$3.67 B	FICO	MA	SPGI	MCO	INTU	V	AZPN	ASML
2023 Q4	$3.52 B	FICO	SPGI	MA	MCO	INTU	V	AZPN	ASML
2023 Q3	$2.93 B	FICO	SPGI	MA	MCO	INTU	V	AZPN	ASML
2023 Q2	$2.95 B	FICO	SPGI	MA	MCO	V	INTU	AZPN	ASML
2023 Q1	$2.64 B	FICO	MA	SPGI	MCO	V	INTU	ADBE	ADSK	AZPN
2022 Q4	$2.46 B	FICO	MA	SPGI	MCO	V	AMZN	ADBE	INTU	ADSK	AZPN
2022 Q3	$2.11 B	MA	FICO	SPGI	MCO	AMZN	V	INTU	ADBE	ADSK	AZPN
2022 Q2	$2.24 B	MA	SPGI	FICO	MCO	V	AMZN	ADBE	INTU	ADSK	AZPN
2022 Q1	$2.63 B	MA	SPGI	FICO	MCO	AMZN	V	ADBE	INTU	AST	ADSK
2021 Q4	$2.64 B	SPGI	MA	MCO	FICO	AMZN	V	ADBE	INTU	ADSK
2021 Q3	$2.52 B	SPGI	MA	MCO	FICO	AMZN	V	INTU	ADBE	ADSK
2021 Q2	$2.57 B	SPGI	MA	MCO	FICO	AMZN	V	ADBE	INTU	ADSK
2021 Q1	$2.11 B	MA	SPGI	MCO	FICO	V	ADBE	INTU	ADSK	AST	AMZN
2020 Q4	$1.08 B	MA	SPGI	FICO	MCO	V	INTU	ADSK	ADBE	AST	AMZN
2020 Q3	$922 M	SPGI	MCO	MA	FICO	V	INTU	ADBE	ADSK	AST	AMZN
2020 Q2	$823 M	SPGI	MCO	FICO	MA	V	INTU	ADSK	ADBE	AST	AMZN
2020 Q1	$472 M	SPGI	FICO	MCO	V	MA	INTU	ADSK	AST	AMZN
2019 Q4	$515 M	FICO	SPGI	MCO	V	MA	INTU	ADSK	AST	AMZN
2019 Q3	$448 M	SPGI	FICO	MCO	V	INTU	MA	ADSK	AST	AMZN
2019 Q2	$422 M	FICO	SPGI	MCO	V	INTU	ADSK	MA	AST	AMZN
2019 Q1	$378 M	FICO	SPGI	MCO	V	INTU	ADSK	MA	AST	AMZN
2018 Q4	$264 M	SPGI	FICO	MCO	MNST	INTU	ADSK	V	MA	AST	AMZN
2018 Q3	$301 M	FICO	SPGI	MCO	MNST	INTU	V	ADSK	MA	META	AST	AMZN
2018 Q2	$257 M	FICO	SPGI	MCO	MNST	INTU	V	MA	META	AST	AMZN
2018 Q1	$214 M	SPGI	MCO	MNST	EFX	INTU	V	MA	META	AST
2017 Q4	$189 M	MCO	SPGI	MNST	EFX	V	INTU	MA	AST
2017 Q3	$158 M	MCO	SPGI	MNST	EFX	V	INTU	MA	AST
2017 Q2	$141 M	MCO	SPGI	MNST	INTU	V	NKE	MA	AST
2017 Q1	$128 M	MCO	SPGI	MNST	V	NKE	INTU	MA	AST
2016 Q4	$110 M	MCO	SPGI	MNST	INTU	V	NKE	MA	AST