Valley Forge Capital Management, LP
Dev Kantesaria · As of Q2 2026 · filed Aug 14, 2026
| FICO FAIR ISAAC CORP | 25.8% | Reduced −12.6% | 672,186 | $803.1M |
| SPGI S&P GLOBAL INC | 19.9% | Reduced −13.3% | 1,524,036 | $620.7M |
| MCO MOODY'S CORP | 19.1% | Held | 1,317,188 | $596.6M |
| MA MASTERCARD INC - A | 17.6% | Reduced −28.3% | 1,065,934 | $547.5M |
| ASML ASML HOLDING NV-NY REG SHS | 10.9% | Held | 171,083 | $340.4M |
| V VISA INC-CLASS A SHARES | 5.1% | Reduced −22.7% | 462,978 | $158.8M |
| INTU INTUIT INC | 1.6% | Held | 189,072 | $49.3M |
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.