Valley Forge Capital Management, LP
Dev Kantesaria · As of Q1 2025 · filed May 15, 2025
| FICO FAIR ISAAC CORP | 32.3% | Reduced −2.0% | 768,422 | $1.42B |
| SPGI S&P GLOBAL INC | 20.3% | Held | 1,755,098 | $891.8M |
| MA MASTERCARD INC - A | 18.5% | Held | 1,484,772 | $813.8M |
| MCO MOODY'S CORP | 13.9% | Held | 1,314,144 | $612.0M |
| V VISA INC-CLASS A SHARES | 7.3% | Held | 912,017 | $319.6M |
| INTU INTUIT INC | 4.2% | Reduced −26.1% | 297,360 | $182.6M |
| ASML ASML HOLDING NV-NY REG SHS | 1.9% | Held | 125,627 | $83.2M |
| EFX EQUIFAX INC | 0.8% | Held | 144,000 | $35.1M |
| MSCI MSCI INC | 0.8% | Held | 59,700 | $33.8M |
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.