Valley Forge Capital Management, LP
Dev Kantesaria · As of Q3 2023 · filed Nov 14, 2023
| FICO FAIR ISAAC CORP | 27.9% | Held | 943,048 | $819.1M |
| SPGI S&P GLOBAL INC | 20.6% | Held | 1,655,561 | $605.0M |
| MA MASTERCARD INC - A | 20.1% | Held | 1,489,102 | $589.6M |
| MCO MOODY'S CORP | 13.1% | Held | 1,218,410 | $385.2M |
| INTU INTUIT INC | 7.8% | Held | 444,881 | $227.3M |
| V VISA INC-CLASS A SHARES | 7.1% | Held | 904,977 | $208.2M |
| AZPN1USD ASPEN TECHNOLOGY INC | 2.1% | Held | 295,485 | $60.4M |
| ASML ASML HOLDING NV-NY REG SHS | 1.3% | Held | 62,903 | $37.0M |
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.