Valley Forge Capital Management, LP
Dev Kantesaria · As of Q1 2022 · filed May 16, 2022
| MA MASTERCARD INC - A | 21.0% | Added +7.0% | 1,541,857 | $551.0M |
| SPGI S&P GLOBAL INC | 18.6% | Added +6.9% | 1,189,361 | $487.9M |
| FICO FAIR ISAAC CORP | 16.0% | Added +0.5% | 899,130 | $419.4M |
| MCO MOODY'S CORP | 13.9% | Added +5.2% | 1,080,881 | $364.7M |
| AMZN AMAZON.COM INC | 10.1% | Held | 81,715 | $266.4M |
| V VISA INC-CLASS A SHARES | 8.2% | Added +4.3% | 973,477 | $215.9M |
| ADBE ADOBE INC | 4.3% | Held | 246,305 | $112.2M |
| INTU INTUIT INC | 3.6% | Held | 196,071 | $94.3M |
| AZPNUSD ASPEN TECHNOLOGY INC | 2.6% | New | 417,823 | $69.1M |
| ADSK AUTODESK INC | 1.8% | Reduced −11.7% | 224,034 | $48.0M |
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.