Valley Forge Capital Management, LP
Dev Kantesaria · As of Q1 2020 · filed May 15, 2020
| SPGI S&P GLOBAL INC | 22.7% | Added +3.9% | 437,960 | $107.3M |
| FICO FAIR ISAAC CORP | 22.2% | Added +2.2% | 340,278 | $104.7M |
| MCO MOODY'S CORP | 20.2% | Held | 449,915 | $95.2M |
| V VISA INC-CLASS A SHARES | 16.5% | Held | 482,922 | $77.8M |
| MA MASTERCARD INC - A | 9.0% | Added +107.0% | 175,650 | $42.4M |
| INTU INTUIT INC | 4.6% | Held | 94,641 | $21.8M |
| ADSK AUTODESK INC | 3.6% | Held | 108,050 | $16.9M |
| AZPNUSD ASPEN TECHNOLOGY INC | 0.9% | Held | 43,813 | $4.2M |
| AMZN AMAZON.COM INC | 0.4% | Held | 1,000 | $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.