Valley Forge Capital Management, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VF Valley Forge Capital Management, LP | Institutional Filer | ▼ 23.48% | $3.38B | 7 |
Current Portfolio Holdings
Showing all 7 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FICO | Fair Isaac Corporation | Technology | 769K | $821.3M | 24.33% |
| 2 | SPGI | S&P Global Inc. | Financial Services | 1.8M | $747.8M | 22.15% |
| 3 | MA | Mastercard Incorporated | Financial Services | 1.5M | $743.2M | 22.02% |
| 4 | MCO | Moody's Corporation | Financial Services | 1.3M | $574.6M | 17.02% |
| 5 | ASML | ASML Holding N.V. | Technology | 171K | $226.0M | 6.69% |
| 6 | V | Visa Inc. | Financial Services | 599K | $181.0M | 5.36% |
| 7 | INTU | Intuit Inc. | Technology | 189K | $81.8M | 2.42% |
Showing 1 to 7 of 7 holdings