Valley Forge Capital Management, LP
Dev Kantesaria · As of Q2 2022 · filed Aug 15, 2022
| MA MASTERCARD INC - A | 22.2% | Added +2.1% | 1,574,417 | $496.7M |
| SPGI S&P GLOBAL INC | 19.5% | Added +8.9% | 1,295,275 | $436.6M |
| FICO FAIR ISAAC CORP | 17.3% | Added +7.1% | 963,048 | $386.1M |
| MCO MOODY'S CORP | 14.1% | Added +7.2% | 1,159,004 | $315.2M |
| V VISA INC-CLASS A SHARES | 8.6% | Held | 973,477 | $191.7M |
| AMZN AMAZON.COM INC | 7.8% | Added +1900.0% | 1,634,300 | $173.6M |
| ADBE ADOBE INC | 4.0% | Held | 246,305 | $90.2M |
| INTU INTUIT INC | 3.4% | Held | 196,071 | $75.6M |
| ADSK AUTODESK INC | 1.7% | Held | 224,034 | $38.5M |
| AZPN1USD ASPEN TECHNOLOGY INC | 1.4% | New | 175,485 | $32.2M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AZPNUSD ASPEN TECHNOLOGY INC | 417,823 | $69.1M |
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.