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
Holding/activity history for  Aspen Technology Inc (AZPN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 1.57 SEC
2024   Q3 295,485 1.57 $238.82 $70,567,728 SEC
2024   Q2 295,485 1.52 $198.63 $58,692,186 SEC
2024   Q1 295,485 1.72 $213.28 $63,021,041 SEC
2023   Q4 295,485 1.85 $220.15 $65,051,023 SEC
2023   Q3 295,485 2.06 $204.26 $60,355,766 SEC
2023   Q2 295,485 1.68 Add 68.38% 0.68 $167.61 $49,526,241 SEC
2023   Q1 175,485 1.52 $228.87 $40,163,252 SEC
2022   Q4 175,485 1.46 $205.40 $36,044,619 SEC
2022   Q3 175,485 1.98 $238.20 $41,801,000 SEC
2022   Q2 175,485 1.44 Buy 1.44 $183.68 $32,233,000 SEC