Valley Forge Capital Management, LP
Dev Kantesaria · As of Q2 2024 · filed Aug 14, 2024
| FICO FAIR ISAAC CORP | 33.8% | Reduced −0.3% | 877,748 | $1.31B |
| SPGI S&P GLOBAL INC | 19.1% | Held | 1,655,561 | $738.4M |
| MA MASTERCARD INC - A | 16.9% | Held | 1,484,772 | $655.0M |
| MCO MOODY'S CORP | 13.3% | Held | 1,218,410 | $512.9M |
| INTU INTUIT INC | 7.6% | Held | 444,881 | $292.4M |
| V VISA INC-CLASS A SHARES | 6.2% | Held | 912,017 | $239.4M |
| ASML ASML HOLDING NV-NY REG SHS | 1.7% | Held | 62,903 | $64.3M |
| AZPN1USD ASPEN TECHNOLOGY INC | 1.5% | Held | 295,485 | $58.7M |
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.