Valley Forge Capital Management, LP
Dev Kantesaria · As of Q1 2019 · filed May 15, 2019
| FICO FAIR ISAAC CORP | 23.9% | Held | 333,078 | $90.5M |
| SPGI S&P GLOBAL INC | 22.7% | Held | 407,407 | $85.8M |
| MCO MOODY'S CORP | 20.2% | Added +9.4% | 420,915 | $76.2M |
| V VISA INC-CLASS A SHARES | 18.6% | Added +389.0% | 449,922 | $70.3M |
| INTU INTUIT INC | 6.5% | Added +17.4% | 94,641 | $24.7M |
| ADSK AUTODESK INC | 4.5% | Held | 108,050 | $16.8M |
| MA MASTERCARD INC - A | 2.2% | Held | 35,750 | $8.4M |
| AZPNUSD ASPEN TECHNOLOGY INC | 0.9% | Held | 31,713 | $3.3M |
| AMZN AMAZON.COM INC | 0.5% | Held | 1,000 | $1.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MNST MONSTER BEVERAGE CORP | 531,249 | $26.1M |
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.