Valley Forge Capital Management, LP
Dev Kantesaria · As of Q3 2017 · filed Nov 14, 2017
| MCO MOODY'S CORP | 31.0% | Held | 351,415 | $48.9M |
| SPGI S&P GLOBAL INC | 29.0% | Held | 292,209 | $45.7M |
| MNST MONSTER BEVERAGE CORP | 18.6% | Held | 531,249 | $29.4M |
| EFX EQUIFAX INC | 6.3% | New | 94,000 | $10.0M |
| V VISA INC-CLASS A SHARES | 5.5% | Held | 82,000 | $8.6M |
| INTU INTUIT INC | 5.3% | Held | 58,500 | $8.3M |
| MA MASTERCARD INC - A | 3.1% | Held | 34,750 | $4.9M |
| AZPNUSD ASPEN TECHNOLOGY INC | 1.3% | Held | 31,713 | $2.0M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NKE NIKE INC -CL B | 125,084 | $7.4M |
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.