Valley Forge Capital Management, LP
Dev Kantesaria · As of Q1 2018 · filed May 15, 2018
| SPGI S&P GLOBAL INC | 27.0% | Added +3.4% | 302,232 | $57.7M |
| MCO MOODY'S CORP | 26.5% | Held | 351,415 | $56.7M |
| MNST MONSTER BEVERAGE CORP | 16.3% | Added +14.5% | 608,230 | $34.8M |
| EFX EQUIFAX INC | 14.9% | Added +11.8% | 270,003 | $31.8M |
| INTU INTUIT INC | 4.7% | Held | 58,500 | $10.1M |
| V VISA INC-CLASS A SHARES | 4.6% | Held | 82,000 | $9.8M |
| MA MASTERCARD INC - A | 2.9% | Held | 34,750 | $6.1M |
| META META PLATFORMS INC-CLASS A | 1.9% | New | 25,000 | $4.0M |
| AZPNUSD ASPEN TECHNOLOGY INC | 1.2% | Held | 31,713 | $2.5M |
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.