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  Mastercard Inc. (MA)
← All MA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,487,496 22.02 Add 0.01% <0.01 $480.50–589.67 · VW $525.91i $743,242,251 SEC
2025   Q4 1,487,409 19.25 Add 0.18% 0.03 $524.70–586.08 · VW $557.29i $849,132,050 SEC
2025   Q3 1,484,772 20.32 $568.81 $844,553,161 SEC
2025   Q2 1,484,772 18.43 $561.94 $834,352,778 SEC
2025   Q1 1,484,772 18.54 $548.12 $813,833,229 SEC
2024   Q4 1,484,772 17.22 $526.57 $781,836,392 SEC
2024   Q3 1,484,772 16.29 $493.80 $733,180,413 SEC
2024   Q2 1,484,772 16.94 $441.16 $655,022,016 SEC
2024   Q1 1,484,772 19.50 $481.57 $715,021,652 SEC
2023   Q4 1,484,772 18.00 Reduce 0.29% 0.06 $359.77–428.36 · VW $399.28i $633,270,106 SEC
2023   Q3 1,489,102 20.11 $395.91 $589,550,373 SEC
2023   Q2 1,489,102 19.85 $393.30 $585,663,817 SEC
2023   Q1 1,489,102 20.49 Reduce 4.28% 0.94 $340.21–390.00 · VW $362.52i $541,154,558 SEC
2022   Q4 1,555,667 21.96 Reduce 1.19% 0.25 $276.87–369.26 · VW $332.53i $540,952,086 SEC
2022   Q3 1,574,417 21.24 $284.34 $447,670,000 SEC
2022   Q2 1,574,417 22.21 Add 2.11% 0.46 $303.65–381.97 · VW $346.49i $496,697,000 SEC
2022   Q1 1,541,857 20.96 Add 7.02% 1.38 $305.61–399.92 · VW $360.23i $551,029,000 SEC
2021   Q4 1,440,698 19.58 Add 4.31% 0.81 $306.00–371.13 · VW $338.70i $517,672,000 SEC
2021   Q3 1,381,123 19.08 Add 2.09% 0.39 $335.62–395.28 · VW $362.42i $480,189,000 SEC
2021   Q2 1,352,814 19.19 Add 0.79% 0.15 $355.24–401.50 · VW $371.74i $493,899,000 SEC
2021   Q1 1,342,158 22.61 Add 98.36% 11.21 $312.38–389.50 · VW $346.86i $477,875,000 SEC
2020   Q4 676,614 22.43 Add 52.17% 7.69 $281.20–359.41 · VW $326.87i $241,511,000 SEC
2020   Q3 444,650 16.32 Add 0.79% 0.13 $288.65–367.25 · VW $329.26i $150,367,000 SEC
2020   Q2 441,150 15.86 Add 151.15% 9.55 $227.10–316.06 · VW $280.74i $130,448,000 SEC
2020   Q1 175,650 8.99 Add 107.01% 4.65 $199.99–347.25 · VW $278.10i $42,430,000 SEC
2019   Q4 84,850 4.92 Add 10.41% 0.46 $258.51–301.53 · VW $282.19i $25,335,000 SEC
2019   Q3 76,850 4.66 Add 114.97% 2.49 $253.90–293.69 · VW $274.60i $20,870,000 SEC
2019   Q2 35,750 2.24 $264.53 $9,457,000 SEC
2019   Q1 35,750 2.23 $235.44 $8,417,000 SEC
2018   Q4 35,750 2.55 Add 2.88% 0.07 $171.89–225.35 · VW $196.58i $6,744,000 SEC
2018   Q3 34,750 2.57 $222.62 $7,736,000 SEC
2018   Q2 34,750 2.65 $196.52 $6,829,000 SEC
2018   Q1 34,750 2.85 $175.17 $6,087,000 SEC
2017   Q4 34,750 2.78 $151.37 $5,260,000 SEC
2017   Q3 34,750 3.11 $141.21 $4,907,000 SEC
2017   Q2 34,750 3.00 $121.44 $4,220,000 SEC
2017   Q1 34,750 3.04 $112.46 $3,908,000 SEC
2016   Q4 34,750 3.27 $103.25 $3,588,000 SEC
Price snapshot:
Current price$537.70
Avg. buy price$330.90
+/- since buy62.50%
52-week low$463.74
52-week high$598.04