Valley Forge Capital Management, LP
Dev Kantesaria · As of Q1 2023 · filed May 15, 2023
| FICO FAIR ISAAC CORP | 25.1% | Reduced −2.1% | 943,048 | $662.7M |
| MA MASTERCARD INC - A | 20.5% | Reduced −4.3% | 1,489,102 | $541.2M |
| SPGI S&P GLOBAL INC | 18.2% | Held | 1,392,653 | $480.1M |
| MCO MOODY'S CORP | 14.1% | Held | 1,218,410 | $372.9M |
| V VISA INC-CLASS A SHARES | 7.7% | Reduced −9.9% | 904,977 | $204.0M |
| INTU INTUIT INC | 7.5% | Added +124.6% | 444,881 | $198.3M |
| ADBE ADOBE INC | 3.6% | Held | 246,305 | $94.9M |
| ADSK AUTODESK INC | 1.8% | Held | 224,034 | $46.6M |
| AZPN1USD ASPEN TECHNOLOGY INC | 1.5% | Held | 175,485 | $40.2M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AMZN AMAZON.COM INC | 1,105,393 | $92.9M |
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.