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  Adobe Inc. (ADBE)
← All ADBE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 3.59 $331.89–552.94 · VW $477.00i SEC
2023   Q1 246,305 3.59 $385.37 $94,918,558 SEC
2022   Q4 246,305 3.37 $336.53 $82,889,022 SEC
2022   Q3 246,305 3.22 $275.20 $67,783,000 SEC
2022   Q2 246,305 4.03 $366.06 $90,162,000 SEC
2022   Q1 246,305 4.27 $455.62 $112,221,000 SEC
2021   Q4 246,305 5.28 Add 23.11% 0.99 $480.62–699.54 · VW $571.49i $139,670,000 SEC
2021   Q3 200,077 4.58 Add 3.03% 0.13 $552.14–673.88 · VW $625.46i $115,188,000 SEC
2021   Q2 194,189 4.42 Add 3.74% 0.16 $468.50–631.64 · VW $573.92i $113,725,000 SEC
2021   Q1 187,189 4.21 Add 132.53% 2.40 $420.78–525.44 · VW $484.85i $88,984,000 SEC
2020   Q4 80,500 3.74 Add 12.59% 0.42 $438.94–506.92 · VW $468.21i $40,260,000 SEC
2020   Q3 71,500 3.80 $490.43 $35,066,000 SEC
2020   Q2 71,500 3.78 Buy 3.78 $340.00–470.61 · VW $418.31i $31,125,000 SEC
Price snapshot:
Current price$230.61
52-week low$190.12
52-week high$376.16