Valley Forge Capital Management, LP
Dev Kantesaria · As of Q2 2021 · filed Aug 16, 2021
| SPGI S&P GLOBAL INC | 20.3% | Held | 1,272,544 | $522.3M |
| MA MASTERCARD INC - A | 19.2% | Added +0.8% | 1,352,814 | $493.9M |
| MCO MOODY'S CORP | 16.3% | Held | 1,155,246 | $418.6M |
| FICO FAIR ISAAC CORP | 13.1% | Added +0.8% | 671,509 | $337.6M |
| AMZN AMAZON.COM INC | 10.5% | Added +4173.3% | 78,715 | $270.8M |
| V VISA INC-CLASS A SHARES | 9.2% | Held | 1,015,303 | $237.4M |
| ADBE ADOBE INC | 4.4% | Added +3.7% | 194,189 | $113.7M |
| INTU INTUIT INC | 4.1% | Held | 215,221 | $105.5M |
| ADSK AUTODESK INC | 2.9% | Added +0.0% | 253,608 | $74.0M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AZPNUSD ASPEN TECHNOLOGY INC | 387,202 | $55.9M |
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.