Exited position

Dev Kantesaria’s Monster Beverage Corp New (MNST) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Valley Forge Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2016Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares608.23KHighest verified quarter-end share count
Quarters reported9Verified quarters with shares above zero
What happened?

Valley Forge Capital Management first reported Monster Beverage Corp New in Q4 2016. 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 2019, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

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.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2019
Sold the entire position−531.25K shares · No shares reported at quarter-end
Q4 2018
Sold 12.7% of the position−76.98K shares · 531.25K shares remained
Filing context

Quarter-end price $49.22 · Estimated holding basis $46.25

Q1 2018
Bought 14.5% more+76.98K shares · 608.23K shares reported after the change
Filing context

Quarter-end price $57.21 · Estimated holding basis $46.25

Q2 2017
Bought 1.8% more+9.50K shares · 531.25K shares reported after the change
Filing context

Quarter-end price $49.68 · Estimated holding basis $44.66

Q1 2017
New position+521.75K shares · 521.75K shares reported
Filing context

Quarter-end price $46.17 · Estimated holding basis $44.57

4 unchanged quarters are collapsed by default.

Portfolio importance

How important was Monster Beverage Corp New in Valley Forge Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight9.9%Q4 2018
Last reported rank#4of 10 reported positions
Peak portfolio weight18.8%Q2 2017
Best historical rank#3Q4 2016
At peak importanceQ2 2017
MNST
18.8%
Largest holding
30.4%
Cross-investor discovery

Who else owns Monster Beverage Corp New?

Also reported by 2 other tracked investors in their latest verified filings.

Ray DalioBridgewater Associates, LP
MNST0.2% of reported portfolio
Joel GreenblattGotham Asset Management
MNST0.1% of reported portfolio
Explore Monster Beverage Corp New across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$43.402026-09-11

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

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.