Manager activity

Valley Forge Capital Management, LP

Dev Kantesaria

2026 Q2 vs 2026 Q1 · filed 14 Aug · all filings · sitewide activity

Reduce 4

4 shown

ticker	action	Δ port	detail	period
MA	Reduce	−4.45 pp	−28.3% sh	Q1→Q2
SPGI	Reduce	−2.24 pp	−13.3% sh	Q1→Q2
FICO	Reduce	+1.44 pp	−12.6% sh	Q1→Q2
V	Reduce	−0.26 pp	−22.7% sh	Q1→Q2