Valley Forge Capital Management, LP
Dev Kantesaria · As of Q4 2017 · filed Feb 14, 2018
| MCO MOODY'S CORP | 27.4% | Held | 351,415 | $51.9M |
| SPGI S&P GLOBAL INC | 26.1% | Held | 292,209 | $49.5M |
| MNST MONSTER BEVERAGE CORP | 17.8% | Held | 531,249 | $33.6M |
| EFX EQUIFAX INC | 15.0% | Added +156.9% | 241,503 | $28.5M |
| V VISA INC-CLASS A SHARES | 4.9% | Held | 82,000 | $9.3M |
| INTU INTUIT INC | 4.9% | Held | 58,500 | $9.2M |
| MA MASTERCARD INC - A | 2.8% | Held | 34,750 | $5.3M |
| AZPNUSD ASPEN TECHNOLOGY INC | 1.1% | Held | 31,713 | $2.1M |
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.