Valley Forge Capital Management, LP
Dev Kantesaria · As of Q2 2025 · filed Aug 14, 2025
| FICO FAIR ISAAC CORP | 31.0% | Held | 768,422 | $1.40B |
| SPGI S&P GLOBAL INC | 20.4% | Held | 1,755,098 | $925.4M |
| MA MASTERCARD INC - A | 18.4% | Held | 1,484,772 | $834.4M |
| MCO MOODY'S CORP | 14.6% | Held | 1,314,144 | $659.2M |
| V VISA INC-CLASS A SHARES | 7.2% | Held | 912,017 | $323.8M |
| INTU INTUIT INC | 4.6% | Reduced −11.5% | 263,312 | $207.4M |
| ASML ASML HOLDING NV-NY REG SHS | 2.2% | Held | 125,627 | $100.7M |
| EFX EQUIFAX INC | 0.8% | Held | 144,000 | $37.3M |
| MSCI MSCI INC | 0.8% | Held | 59,700 | $34.4M |
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.