Valley Forge Capital Management, LP
Dev Kantesaria · As of Q3 2021 · filed Nov 15, 2021
| SPGI S&P GLOBAL INC | 21.5% | Added +0.3% | 1,276,544 | $542.4M |
| MA MASTERCARD INC - A | 19.1% | Added +2.1% | 1,381,123 | $480.2M |
| MCO MOODY'S CORP | 16.3% | Added +0.1% | 1,156,246 | $410.6M |
| FICO FAIR ISAAC CORP | 11.5% | Added +7.9% | 724,711 | $288.4M |
| AMZN AMAZON.COM INC | 10.6% | Added +2.8% | 80,915 | $265.8M |
| V VISA INC-CLASS A SHARES | 9.0% | Held | 1,015,303 | $226.2M |
| INTU INTUIT INC | 4.6% | Held | 215,221 | $116.1M |
| ADBE ADOBE INC | 4.6% | Added +3.0% | 200,077 | $115.2M |
| ADSK AUTODESK INC | 2.9% | Held | 253,608 | $72.3M |
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.