Valley Forge Capital Management, LP
Dev Kantesaria · As of Q1 2026 · filed May 15, 2026
| FICO FAIR ISAAC CORP | 24.3% | Reduced −0.0% | 769,342 | $821.3M |
| SPGI S&P GLOBAL INC | 22.2% | Reduced −0.0% | 1,758,074 | $747.8M |
| MA MASTERCARD INC - A | 22.0% | Added +0.0% | 1,487,496 | $743.2M |
| MCO MOODY'S CORP | 17.0% | Reduced −0.0% | 1,317,188 | $574.6M |
| ASML ASML HOLDING NV-NY REG SHS | 6.7% | Added +35.5% | 171,083 | $226.0M |
| V VISA INC-CLASS A SHARES | 5.4% | Reduced −34.7% | 598,753 | $181.0M |
| INTU INTUIT INC | 2.4% | Reduced −14.5% | 189,072 | $81.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MSCI MSCI INC | 60,770 | $34.9M |
| EFX EQUIFAX INC | 146,352 | $31.8M |
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.