Valley Forge Capital Management, LP
Dev Kantesaria · As of Q3 2018 · filed Nov 14, 2018
| FICO FAIR ISAAC CORP | 25.3% | Added +4.4% | 333,078 | $76.1M |
| SPGI S&P GLOBAL INC | 24.0% | Added +22.3% | 369,532 | $72.2M |
| MCO MOODY'S CORP | 20.6% | Added +5.1% | 369,415 | $61.8M |
| MNST MONSTER BEVERAGE CORP | 11.8% | Held | 608,230 | $35.4M |
| INTU INTUIT INC | 4.4% | Held | 58,500 | $13.3M |
| V VISA INC-CLASS A SHARES | 4.1% | Held | 82,000 | $12.3M |
| ADSK AUTODESK INC | 4.0% | New | 76,200 | $11.9M |
| MA MASTERCARD INC - A | 2.6% | Held | 34,750 | $7.7M |
| META META PLATFORMS INC-CLASS A | 1.4% | Held | 25,000 | $4.1M |
| AZPNUSD ASPEN TECHNOLOGY INC | 1.2% | Held | 31,713 | $3.6M |
| AMZN AMAZON.COM INC | 0.7% | Held | 1,000 | $2.0M |
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.