Dev Kantesaria’s Amazon (AMZN) position
Reported position history, portfolio importance and verified filing changes from public SEC disclosures.
At a glance
The full verified relationship, including prior ownership episodes and exits where supported.
Valley Forge Capital Management first reported Amazon in Q2 2018. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Valley Forge Capital Management sold the entire position in Q1 2023, and the stock is no longer reported in the latest verified portfolio.
Position over time
See the same verified relationship through reported shares, portfolio weight or reported value.
Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.
What changed
Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.
Filing context
Quarter-end price $84.00 · Estimated holding basis $170.50
Filing context
Quarter-end price $113.00 · Estimated holding basis $170.50
Filing context
Quarter-end price $106.21 · Estimated holding basis $170.50
Filing context
Quarter-end price $3,259.95 · Estimated holding basis $3,410.08
Filing context
Quarter-end price $3,334.34 · Estimated holding basis $3,410.08
Filing context
Quarter-end price $3,285.04 · Estimated holding basis $3,410.83
Filing context
Quarter-end price $3,440.16 · Estimated holding basis $3,414.35
Filing context
Quarter-end price $3,093.92 · Estimated holding basis $2,337.18
Filing context
Quarter-end price $3,257.00 · Estimated holding basis $1,700.00
Filing context
Quarter-end price $3,149.00 · Estimated holding basis $1,700.00
Filing context
Quarter-end price $2,759.00 · Estimated holding basis $1,700.00
Filing context
Quarter-end price $1,950.00 · Estimated holding basis $1,700.00
Filing context
Quarter-end price $1,848.00 · Estimated holding basis $1,700.00
Filing context
Quarter-end price $1,736.00 · Estimated holding basis $1,700.00
Filing context
Quarter-end price $1,894.00 · Estimated holding basis $1,700.00
Filing context
Quarter-end price $1,781.00 · Estimated holding basis $1,700.00
Filing context
Quarter-end price $1,502.00 · Estimated holding basis $1,700.00
Filing context
Quarter-end price $2,003.00 · Estimated holding basis $1,700.00
Filing context
Quarter-end price $1,700.00 · Estimated holding basis $1,700.00
13 unchanged quarters are collapsed by default.
How important was Amazon in Valley Forge Capital Management’s reported portfolio?
Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.
Who else owns Amazon?
Also reported by 11 other tracked investors in their latest verified filings.
Connected research on Amazon
Only published MIL research mapped to the exact stock identity is shown here.
SEC filing evidence
Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.
Market context only; not an investor transaction price.
SEC reporting manager: Valley Forge Capital Management, LP (CIK 0001697868). The filing signature identifies Devang Kantesaria. This tracker reflects public Form 13F disclosures, not a personal brokerage account or exact trade dates.