Valley Forge Capital Management, LP
Dev Kantesaria · As of Q2 2018 · filed Aug 14, 2018
| FICO FAIR ISAAC CORP | 24.0% | New | 319,078 | $61.7M |
| SPGI S&P GLOBAL INC | 24.0% | Held | 302,232 | $61.6M |
| MCO MOODY'S CORP | 23.3% | Held | 351,415 | $59.9M |
| MNST MONSTER BEVERAGE CORP | 13.5% | Held | 608,230 | $34.9M |
| INTU INTUIT INC | 4.6% | Held | 58,500 | $12.0M |
| V VISA INC-CLASS A SHARES | 4.2% | Held | 82,000 | $10.9M |
| MA MASTERCARD INC - A | 2.7% | Held | 34,750 | $6.8M |
| META META PLATFORMS INC-CLASS A | 1.9% | Held | 25,000 | $4.9M |
| AZPNUSD ASPEN TECHNOLOGY INC | 1.1% | Held | 31,713 | $2.9M |
| AMZN AMAZON.COM INC | 0.7% | New | 1,000 | $1.7M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| EFX EQUIFAX INC | 270,003 | $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.