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  Visa Inc. (V)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 598,753 5.36 Reduce 34.66% 2.53 $302.24 $180,967,107 SEC
2025   Q4 916,410 7.29 Add 0.48% 0.03 $350.71 $321,394,151 SEC
2025   Q3 912,017 7.49 $341.38 $311,344,363 SEC
2025   Q2 912,017 7.15 $355.05 $323,811,636 SEC
2025   Q1 912,017 7.28 $350.46 $319,625,478 SEC
2024   Q4 912,017 6.35 $316.04 $288,233,853 SEC
2024   Q3 912,017 5.57 $274.95 $250,759,074 SEC
2024   Q2 912,017 6.19 $262.47 $239,377,102 SEC
2024   Q1 912,017 6.94 $279.08 $254,525,705 SEC
2023   Q4 912,017 6.75 Add 0.78% 0.05 $260.35 $237,443,626 SEC
2023   Q3 904,977 7.10 $230.01 $208,153,760 SEC
2023   Q2 904,977 7.29 $237.48 $214,913,938 SEC
2023   Q1 904,977 7.73 Reduce 9.93% 0.84 $225.46 $204,036,114 SEC
2022   Q4 1,004,777 8.48 Add 3.22% 0.26 $207.76 $208,752,470 SEC
2022   Q3 973,477 8.21 $177.65 $172,938,000 SEC
2022   Q2 973,477 8.57 $196.89 $191,668,000 SEC
2022   Q1 973,477 8.21 Add 4.29% 0.34 $221.77 $215,888,000 SEC
2021   Q4 933,397 7.65 Reduce 8.07% 0.72 $216.71 $202,276,000 SEC
2021   Q3 1,015,303 8.98 $222.75 $226,159,000 SEC
2021   Q2 1,015,303 9.22 $233.82 $237,398,000 SEC
2021   Q1 1,015,303 10.17 Add 88.68% 4.78 $211.73 $214,970,000 SEC
2020   Q4 538,122 10.93 Add 11.43% 1.12 $218.73 $117,703,000 SEC
2020   Q3 482,922 10.48 $199.97 $96,570,000 SEC
2020   Q2 482,922 11.34 $193.17 $93,286,000 SEC
2020   Q1 482,922 16.48 $161.12 $77,808,000 SEC
2019   Q4 482,922 17.64 $187.90 $90,741,000 SEC
2019   Q3 482,922 18.54 Add 2.99% 0.54 $172.01 $83,067,000 SEC
2019   Q2 468,922 19.29 Add 4.22% 0.78 $173.55 $81,381,000 SEC
2019   Q1 449,922 18.60 Add 389.05% 14.80 $156.19 $70,273,000 SEC
2018   Q4 92,000 4.59 Add 12.20% 0.50 $131.93 $12,138,000 SEC
2018   Q3 82,000 4.10 $150.09 $12,307,000 SEC
2018   Q2 82,000 4.22 $132.45 $10,861,000 SEC
2018   Q1 82,000 4.59 $119.62 $9,809,000 SEC
2017   Q4 82,000 4.94 $114.02 $9,350,000 SEC
2017   Q3 82,000 5.47 $105.24 $8,630,000 SEC
2017   Q2 82,000 5.47 $93.78 $7,690,000 SEC
2017   Q1 82,000 5.67 $88.87 $7,287,000 SEC
2016   Q4 82,000 5.84 $78.02 $6,398,000 SEC