Dev Kantesaria - Valley Forge Capital Management,
| History | Stock | Activity ▼ | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026 | ||||
| ☰ | 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 | ||||
| ☰ | 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 | ||||
| ☰ | 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 | ||||
| ☰ | 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 | ||||
| ☰ | MA - Mastercard Inc. | Reduce 0.29% | 4,330 | 0.06 |
| ☰ | FICO - Fair Isaac Corp. | Reduce 4.18% | 39,461 | 1.17 |
| Q2 2023 | ||||
| ☰ | ADBE - Adobe Inc. | Sell 100.00% | 246,305 | 3.59 |
| ☰ | ADSK - Autodesk Inc. | Sell 100.00% | 224,034 | 1.77 |
| Q1 2023 | ||||
| ☰ | 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 | ||||
| ☰ | MA - Mastercard Inc. | Reduce 1.19% | 18,750 | 0.25 |
| ☰ | AMZN - Amazon.com Inc. | Reduce 32.36% | 528,907 | 2.83 |
| Q2 2022 | ||||
| ☰ | AST - Aspen Technology Inc | Sell 100.00% | 417,823 | 2.63 |
| Q1 2022 | ||||
| ☰ | ADSK - Autodesk Inc. | Reduce 11.66% | 29,574 | 0.31 |
| Q4 2021 | ||||
| ☰ | 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 |
| Q2 2021 | ||||
| ☰ | AST - Aspen Technology Inc | Sell 100.00% | 387,202 | 2.64 |
| Q1 2019 | ||||
| ☰ | MNST - Monster Beverage Corp. | Sell 100.00% | 531,249 | 9.89 |
| Q4 2018 | ||||
| ☰ | MNST - Monster Beverage Corp. | Reduce 12.66% | 76,981 | 1.49 |
| ☰ | META - Meta Platforms Inc. | Sell 100.00% | 25,000 | 1.37 |
| Q2 2018 | ||||
| ☰ | EFX - Equifax Inc. | Sell 100.00% | 270,003 | 14.89 |
| Q3 2017 | ||||
| ☰ | NKE - NIKE Inc. | Sell 100.00% | 125,084 | 5.25 |