Valley Forge Capital Management, LP
Dev Kantesaria · As of Q3 2020 · filed Nov 16, 2020
| SPGI S&P GLOBAL INC | 24.8% | Added +15.8% | 633,998 | $228.6M |
| MCO MOODY'S CORP | 18.5% | Added +3.3% | 588,529 | $170.6M |
| MA MASTERCARD INC - A | 16.3% | Added +0.8% | 444,650 | $150.4M |
| FICO FAIR ISAAC CORP | 15.7% | Held | 340,278 | $144.7M |
| V VISA INC-CLASS A SHARES | 10.5% | Held | 482,922 | $96.6M |
| INTU INTUIT INC | 4.1% | Held | 115,741 | $37.8M |
| ADBE ADOBE INC | 3.8% | Held | 71,500 | $35.1M |
| ADSK AUTODESK INC | 3.4% | Held | 137,624 | $31.8M |
| AZPNUSD ASPEN TECHNOLOGY INC | 2.5% | Held | 181,266 | $22.9M |
| AMZN AMAZON.COM INC | 0.3% | Held | 1,000 | $3.1M |
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.