Valley Forge Capital Management, LP
Dev Kantesaria · As of Q1 2017 · filed May 15, 2017
| MCO MOODY'S CORP | 30.6% | Held | 351,415 | $39.4M |
| SPGI S&P GLOBAL INC | 29.7% | Held | 292,209 | $38.2M |
| MNST MONSTER BEVERAGE CORP | 18.7% | Added +14.1% | 521,745 | $24.1M |
| V VISA INC-CLASS A SHARES | 5.7% | Held | 82,000 | $7.3M |
| NKE NIKE INC -CL B | 5.4% | Held | 125,084 | $7.0M |
| INTU INTUIT INC | 5.3% | Held | 58,500 | $6.8M |
| MA MASTERCARD INC - A | 3.0% | Held | 34,750 | $3.9M |
| AZPNUSD ASPEN TECHNOLOGY INC | 1.5% | Held | 31,713 | $1.9M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.