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  Autodesk, Inc. (ADSK)
← All ADSK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 1.77 $195.29–224.26 · VW $213.83i SEC
2023   Q1 224,034 1.77 $208.16 $46,634,917 SEC
2022   Q4 224,034 1.70 $186.87 $41,865,234 SEC
2022   Q3 224,034 1.99 $186.80 $41,850,000 SEC
2022   Q2 224,034 1.72 $171.96 $38,525,000 SEC
2022   Q1 224,034 1.83 Reduce 11.66% 0.31 $173.90–223.81 · VW $201.82i $48,022,000 SEC
2021   Q4 253,608 2.70 $281.19 $71,312,000 SEC
2021   Q3 253,608 2.87 $285.17 $72,321,000 SEC
2021   Q2 253,608 2.88 Add 0.04% <0.01 $271.15–344.39 · VW $308.54i $74,028,000 SEC
2021   Q1 253,508 3.32 Add 84.20% 1.52 $252.60–303.69 · VW $280.72i $70,260,000 SEC
2020   Q4 137,624 3.90 $305.34 $42,022,000 SEC
2020   Q3 137,624 3.45 $231.01 $31,793,000 SEC
2020   Q2 137,624 4.00 Add 27.37% 0.86 $209.06–254.35 · VW $236.37i $32,918,000 SEC
2020   Q1 108,050 3.57 $156.10 $16,867,000 SEC
2019   Q4 108,050 3.85 $183.46 $19,823,000 SEC
2019   Q3 108,050 3.56 $147.70 $15,959,000 SEC
2019   Q2 108,050 4.17 $162.90 $17,601,000 SEC
2019   Q1 108,050 4.46 $155.82 $16,836,000 SEC
2018   Q4 108,050 5.26 Add 41.80% 1.55 $117.72–166.29 · VW $149.01i $13,896,000 SEC
2018   Q3 76,200 3.96 Buy 3.96 $119.93–157.11 · VW $140.51i $11,896,000 SEC
Price snapshot:
Current price$212.22
52-week low$185.50
52-week high$329.09