Valley Forge Capital Management, LP
Dev Kantesaria · As of Q2 2023 · filed Aug 14, 2023
| FICO FAIR ISAAC CORP | 25.9% | Held | 943,048 | $763.1M |
| SPGI S&P GLOBAL INC | 22.5% | Added +18.9% | 1,655,561 | $663.7M |
| MA MASTERCARD INC - A | 19.9% | Held | 1,489,102 | $585.7M |
| MCO MOODY'S CORP | 14.4% | Held | 1,218,410 | $423.7M |
| V VISA INC-CLASS A SHARES | 7.3% | Held | 904,977 | $214.9M |
| INTU INTUIT INC | 6.9% | Held | 444,881 | $203.8M |
| AZPN1USD ASPEN TECHNOLOGY INC | 1.7% | Added +68.4% | 295,485 | $49.5M |
| ASML ASML HOLDING NV-NY REG SHS | 1.5% | New | 62,903 | $45.6M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ADBE ADOBE INC | 246,305 | $94.9M |
| ADSK AUTODESK INC | 224,034 | $46.6M |
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.