Valley Forge Capital Management, LP
Dev Kantesaria · As of Q4 2016 · filed Feb 13, 2017
| MCO MOODY'S CORP | 30.2% | — | 351,415 | $33.1M |
| SPGI S&P GLOBAL INC | 28.7% | — | 292,209 | $31.4M |
| MNST MONSTER BEVERAGE CORP | 18.5% | — | 457,174 | $20.3M |
| INTU INTUIT INC | 6.1% | — | 58,500 | $6.7M |
| V VISA INC-CLASS A SHARES | 5.8% | — | 82,000 | $6.4M |
| NKE NIKE INC -CL B | 5.8% | — | 125,084 | $6.4M |
| MA MASTERCARD INC - A | 3.3% | — | 34,750 | $3.6M |
| AZPNUSD ASPEN TECHNOLOGY INC | 1.6% | — | 31,713 | $1.7M |
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.