Dev Kantesaria Portfolio and Latest Trades
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| INTU | 09/30/2025 | Reduce -0.8% | 261,097 | -2,215 | $1.51 M | |
| INTU | 06/30/2025 | Reduce -11.5% | 263,312 | -34,048 | $26.82 M | |
| FICO | 03/31/2025 | Reduce -2.0% | 768,422 | -15,700 | $28.95 M | |
| INTU | 03/31/2025 | Reduce -26.1% | 297,360 | -104,921 | $64.42 M | |
| N/A |
ASPEN TECHNOLOGY INC
|
12/31/2024 | Sold Out | 295,485 | -295,485 | $70.57 M |
| EFX | 12/31/2024 | New Buy | 144,000 | +144,000 | $36.7 M | |
| FICO | 12/31/2024 | Reduce -3.1% | 784,122 | -24,671 | $49.12 M | |
| INTU | 12/31/2024 | Reduce -9.6% | 402,281 | -42,600 | $26.77 M | |
| MSCI | 12/31/2024 | New Buy | 59,700 | +59,700 | $35.82 M | |
| MCO | 12/31/2024 | Add 2.0% | 1.31 M | +25,700 | $12.17 M | |
| SPGI | 12/31/2024 | Add 2.9% | 1.76 M | +49,200 | $24.5 M | |
| FICO | 09/30/2024 | Reduce -7.9% | 808,793 | -68,955 | $134.02 M | |
| MCO | 09/30/2024 | Add 5.8% | 1.29 M | +70,034 | $33.24 M | |
| SPGI | 09/30/2024 | Add 3.0% | 1.71 M | +50,337 | $26.01 M | |
| ASML | 09/30/2024 | Add 99.7% | 125,627 | +62,724 | $52.26 M | |
| FICO | 06/30/2024 | Reduce -0.3% | 877,748 | -3,000 | $4.47 M | |
| FICO | 03/31/2024 | Reduce -2.5% | 880,748 | -22,839 | $28.54 M | |
| FICO | 12/31/2023 | Reduce -4.2% | 903,587 | -39,461 | $45.93 M | |
| MA | 12/31/2023 | Reduce -0.3% | 1.48 M | -4,330 | $1.85 M | |
| V | 12/31/2023 | Add 0.8% | 912,017 | +7,040 | $1.83 M |
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