Follow The Filings

Valley Forge Capital Management, LP activity

Every position Dev Kantesaria opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 14 Aug. Sitewide activity

Reduce 4

4 shown

Ticker Action Δ weight Detail Period
MA Reduce 22.0% to 17.6% −28.3% sh Q1→Q2
SPGI Reduce 22.2% to 19.9% −13.3% sh Q1→Q2
FICO Reduce 24.3% to 25.8% −12.6% sh Q1→Q2
V Reduce 5.4% to 5.1% −22.7% sh Q1→Q2