Valley Forge Capital Management, LP
Dev Kantesaria · As of Q3 2024 · filed Nov 14, 2024
| FICO FAIR ISAAC CORP | 34.9% | Reduced −7.9% | 808,793 | $1.57B |
| SPGI S&P GLOBAL INC | 19.6% | Added +3.0% | 1,705,898 | $881.3M |
| MA MASTERCARD INC - A | 16.3% | Held | 1,484,772 | $733.2M |
| MCO MOODY'S CORP | 13.6% | Added +5.7% | 1,288,444 | $611.5M |
| INTU INTUIT INC | 6.1% | Held | 444,881 | $276.3M |
| V VISA INC-CLASS A SHARES | 5.6% | Held | 912,017 | $250.8M |
| ASML ASML HOLDING NV-NY REG SHS | 2.3% | Added +99.7% | 125,627 | $104.7M |
| AZPN1USD ASPEN TECHNOLOGY INC | 1.6% | Held | 295,485 | $70.6M |
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.