Great investors · Dev Kantesaria · Q3 2024
What Dev Kantesaria bought and sold in Q3 2024
Valley Forge Capital 13F portfolio as of Sep 30, 2024: 8 positions worth $4.5 bn. Largest: FICO, SPGI, MA, MCO. Filed with the SEC on Nov 14, 2024.
The 13F is filed by Valley Forge Capital, not by Dev Kantesaria personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q3 2024
- IncreasedASML HoldingASML+1.2 pp
- IncreasedMoody'sMCO+0.7 pp
- IncreasedS&P GlobalSPGI+0.6 pp
Sells in Q3 2024
- ReducedFair IsaacFICO−3.0 pp
4 companies with material moves, out of 4 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Valley Forge Capital's Q3 2024 13F lists 8 lines of US-listed securities worth $4.5 bn; the largest is FICO at 34.9% of the portfolio. It was accepted by the SEC on Nov 14, 2024 at 4:18 PM ET.
Against the previous quarter, it opened no new positions, closed none, added to 3 (ASML, MCO and SPGI) and trimmed 1 (FICO). 4 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Fair Isaac FICO | 808,793 | $1.6 bn | 34.9% | −7.9% |
| 2 | S&P Global SPGI | 1.7 M | $881M | 19.6% | +3% |
| 3 | Mastercard MA | 1.5 M | $733M | 16.3% | no change |
| 4 | Moody's MCO | 1.3 M | $611M | 13.6% | +5.7% |
| 5 | Intuit INTU | 444,881 | $276M | 6.14% | no change |
| 6 | Visa V | 912,017 | $251M | 5.57% | no change |
| 7 | ASML Holding ASML | 125,627 | $105M | 2.33% | +100% |
| 8 | Aspen Technology | 295,485 | $70.6M | 1.57% | no change |
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Valley Forge Capital's 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.