Valley Forge Capital Management, LP
Dev Kantesaria · As of Q2 2019 · filed Aug 14, 2019
| FICO FAIR ISAAC CORP | 24.8% | Held | 333,078 | $104.6M |
| SPGI S&P GLOBAL INC | 22.8% | Added +3.4% | 421,407 | $96.0M |
| MCO MOODY'S CORP | 19.5% | Held | 420,915 | $82.2M |
| V VISA INC-CLASS A SHARES | 19.3% | Added +4.2% | 468,922 | $81.4M |
| INTU INTUIT INC | 5.9% | Held | 94,641 | $24.7M |
| ADSK AUTODESK INC | 4.2% | Held | 108,050 | $17.6M |
| MA MASTERCARD INC - A | 2.2% | Held | 35,750 | $9.5M |
| AZPNUSD ASPEN TECHNOLOGY INC | 0.9% | Held | 31,713 | $3.9M |
| AMZN AMAZON.COM INC | 0.4% | Held | 1,000 | $1.9M |
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.