Valley Forge Capital Management, LP
Dev Kantesaria · As of Q3 2019 · filed Nov 14, 2019
| SPGI S&P GLOBAL INC | 23.0% | Held | 421,407 | $103.2M |
| FICO FAIR ISAAC CORP | 22.6% | Held | 333,078 | $101.1M |
| MCO MOODY'S CORP | 20.4% | Added +6.2% | 446,915 | $91.5M |
| V VISA INC-CLASS A SHARES | 18.5% | Added +3.0% | 482,922 | $83.1M |
| INTU INTUIT INC | 5.6% | Held | 94,641 | $25.2M |
| MA MASTERCARD INC - A | 4.7% | Added +115.0% | 76,850 | $20.9M |
| ADSK AUTODESK INC | 3.6% | Held | 108,050 | $16.0M |
| AZPNUSD ASPEN TECHNOLOGY INC | 1.2% | Added +38.2% | 43,813 | $5.4M |
| AMZN AMAZON.COM INC | 0.4% | Held | 1,000 | $1.7M |
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.