Valley Forge Capital Management, LP
Dev Kantesaria · As of Q3 2022 · filed Nov 14, 2022
| MA MASTERCARD INC - A | 21.2% | Held | 1,574,417 | $447.7M |
| FICO FAIR ISAAC CORP | 18.8% | Held | 963,048 | $396.8M |
| SPGI S&P GLOBAL INC | 18.8% | Held | 1,295,275 | $395.5M |
| MCO MOODY'S CORP | 13.4% | Held | 1,159,004 | $281.8M |
| AMZN AMAZON.COM INC | 8.8% | Held | 1,634,300 | $184.7M |
| V VISA INC-CLASS A SHARES | 8.2% | Held | 973,477 | $172.9M |
| INTU INTUIT INC | 3.6% | Added +1.0% | 198,071 | $76.7M |
| ADBE ADOBE INC | 3.2% | Held | 246,305 | $67.8M |
| ADSK AUTODESK INC | 2.0% | Held | 224,034 | $41.9M |
| AZPN1USD ASPEN TECHNOLOGY INC | 2.0% | Held | 175,485 | $41.8M |
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.