Valley Forge Capital Management, LP
Dev Kantesaria · As of Q2 2017 · filed Aug 14, 2017
| MCO MOODY'S CORP | 30.4% | Held | 351,415 | $42.8M |
| SPGI S&P GLOBAL INC | 30.3% | Held | 292,209 | $42.7M |
| MNST MONSTER BEVERAGE CORP | 18.8% | Added +1.8% | 531,249 | $26.4M |
| INTU INTUIT INC | 5.5% | Held | 58,500 | $7.8M |
| V VISA INC-CLASS A SHARES | 5.5% | Held | 82,000 | $7.7M |
| NKE NIKE INC -CL B | 5.2% | Held | 125,084 | $7.4M |
| MA MASTERCARD INC - A | 3.0% | Held | 34,750 | $4.2M |
| AZPNUSD ASPEN TECHNOLOGY INC | 1.2% | Held | 31,713 | $1.8M |
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.