Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | Current Price | Yearly High | Yearly Low | Market Cap | % Owned |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MA | 496.70M | 22.21% | 1.57M | 2.11% | 32.56K | $315.48 | $316.96 | $399.92 | $303.65 | 306.30B | 0.16% | |
SPGI | 436.58M | 19.52% | 1.30M | 8.91% | 105.91K | $337.06 | $347.06 | $484.21 | $311.87 | 115.74B | 0.39% | |
FICO | 386.09M | 17.26% | 963.05K | 7.11% | 63.92K | $400.90 | $458.00 | $531.03 | $340.48 | 11.57B | 3.81% | |
MCO | 315.21M | 14.10% | 1.16M | 7.23% | 78.12K | $271.97 | $282.31 | $407.94 | $251.01 | 51.80B | 0.63% | |
V | 191.67M | 8.57% | 973.48K | 0 | $196.89 | $195.37 | $236.96 | $185.91 | 411.72B | 0.05% | ||
AMZN | 173.58M | 7.76% | 1.63M | 1900.00% | 1.55M | $106.21 | $126.28 | $188.1075 | $101.26 | 1.29T | 0.02% | |
ADBE | 90.16M | 4.03% | 246.31K | 0 | $366.06 | $309.13 | $699.54 | $305 | 144.67B | 0.05% | ||
INTU | 75.57M | 3.38% | 196.07K | 0 | $385.44 | $422.12 | $716.86 | $339.36 | 118.98B | 0.07% | ||
ADSK | 38.52M | 1.72% | 224.03K | 0 | $171.96 | $201.30 | $335.48 | $163.2 | 43.45B | 0.10% | ||
32.23M | 1.44% | 175.49K | New | 175.49K | $183.68 | |||||||
AZPN | 0.00% | 0 | Sold All | -417.82K | $223.11 | $229.6 | $122.29 | 13.87B |
Dev Kantesaria | Valley Forge Advisors, Llc
Dev Kantesaria is the managing partner of Valley Forge Advisors, Llc. The 13F filing for 2022 Q1 included $2.63B in managed 13F securities and a top 10 holdings concentration of 100.00%. Valley Forge Advisors, Llc's largest holding is Mastercard Incorporated with shares held of 1.54M. 10kreader has 23 13F filings available for Valley Forge Advisors, Llc.
Holdings Breakdown
Legend
MA
SPGI
FICO
MCO
V
AMZN
ADBE
INTU
ADSK
Aspen Technology Inc
AZPN