Valley Forge Capital Management, LP
Dev Kantesaria · As of Q3 2025 · filed Nov 14, 2025
| FICO FAIR ISAAC CORP | 27.7% | Held | 768,422 | $1.15B |
| SPGI S&P GLOBAL INC | 20.5% | Held | 1,755,098 | $854.2M |
| MA MASTERCARD INC - A | 20.3% | Held | 1,484,772 | $844.6M |
| MCO MOODY'S CORP | 15.1% | Held | 1,314,144 | $626.2M |
| V VISA INC-CLASS A SHARES | 7.5% | Held | 912,017 | $311.3M |
| INTU INTUIT INC | 4.3% | Reduced −0.8% | 261,097 | $178.3M |
| ASML ASML HOLDING NV-NY REG SHS | 2.9% | Held | 125,627 | $121.6M |
| EFX EQUIFAX INC | 0.9% | Held | 144,000 | $36.9M |
| MSCI MSCI INC | 0.8% | Held | 59,700 | $33.9M |
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.