Valley Forge Capital Management, LP
Dev Kantesaria · As of Q1 2024 · filed May 15, 2024
| FICO FAIR ISAAC CORP | 30.0% | Reduced −2.5% | 880,748 | $1.10B |
| MA MASTERCARD INC - A | 19.5% | Held | 1,484,772 | $715.0M |
| SPGI S&P GLOBAL INC | 19.2% | Held | 1,655,561 | $704.4M |
| MCO MOODY'S CORP | 13.1% | Held | 1,218,410 | $478.9M |
| INTU INTUIT INC | 7.9% | Held | 444,881 | $289.2M |
| V VISA INC-CLASS A SHARES | 6.9% | Held | 912,017 | $254.5M |
| AZPN1USD ASPEN TECHNOLOGY INC | 1.7% | Held | 295,485 | $63.0M |
| ASML ASML HOLDING NV-NY REG SHS | 1.7% | Held | 62,903 | $61.0M |
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.