Valley Forge Capital Management, LP
Dev Kantesaria · As of Q2 2020 · filed Aug 14, 2020
| SPGI S&P GLOBAL INC | 21.9% | Added +25.0% | 547,505 | $180.4M |
| MCO MOODY'S CORP | 19.0% | Added +26.6% | 569,529 | $156.5M |
| FICO FAIR ISAAC CORP | 17.3% | Held | 340,278 | $142.3M |
| MA MASTERCARD INC - A | 15.9% | Added +151.2% | 441,150 | $130.4M |
| V VISA INC-CLASS A SHARES | 11.3% | Held | 482,922 | $93.3M |
| INTU INTUIT INC | 4.2% | Added +22.3% | 115,741 | $34.3M |
| ADSK AUTODESK INC | 4.0% | Added +27.4% | 137,624 | $32.9M |
| ADBE ADOBE INC | 3.8% | New | 71,500 | $31.1M |
| AZPNUSD ASPEN TECHNOLOGY INC | 2.3% | Added +313.7% | 181,266 | $18.8M |
| AMZN AMAZON.COM INC | 0.3% | Held | 1,000 | $2.8M |
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.