Valley Forge Capital Management, LP
Dev Kantesaria · As of Q1 2021 · filed May 17, 2021
| MA MASTERCARD INC - A | 22.6% | Added +98.4% | 1,342,158 | $477.9M |
| SPGI S&P GLOBAL INC | 21.2% | Added +97.1% | 1,272,544 | $449.0M |
| MCO MOODY'S CORP | 16.3% | Added +94.6% | 1,155,246 | $345.0M |
| FICO FAIR ISAAC CORP | 15.3% | Added +92.3% | 666,001 | $323.7M |
| V VISA INC-CLASS A SHARES | 10.2% | Added +88.7% | 1,015,303 | $215.0M |
| ADBE ADOBE INC | 4.2% | Added +132.5% | 187,189 | $89.0M |
| INTU INTUIT INC | 3.9% | Added +86.0% | 215,221 | $82.4M |
| ADSK AUTODESK INC | 3.3% | Added +84.2% | 253,508 | $70.3M |
| AZPNUSD ASPEN TECHNOLOGY INC | 2.6% | Added +91.4% | 387,202 | $55.9M |
| AMZN AMAZON.COM INC | 0.3% | Added +84.2% | 1,842 | $5.7M |
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.