Valley Forge Capital Management, LP
Dev Kantesaria · As of Q4 2018 · filed Feb 14, 2019
| SPGI S&P GLOBAL INC | 26.2% | Added +10.2% | 407,407 | $69.2M |
| FICO FAIR ISAAC CORP | 23.6% | Held | 333,078 | $62.3M |
| MCO MOODY'S CORP | 20.4% | Added +4.2% | 384,915 | $53.9M |
| MNST MONSTER BEVERAGE CORP | 9.9% | Reduced −12.7% | 531,249 | $26.1M |
| INTU INTUIT INC | 6.0% | Added +37.8% | 80,641 | $15.9M |
| ADSK AUTODESK INC | 5.3% | Added +41.8% | 108,050 | $13.9M |
| V VISA INC-CLASS A SHARES | 4.6% | Added +12.2% | 92,000 | $12.1M |
| MA MASTERCARD INC - A | 2.6% | Added +2.9% | 35,750 | $6.7M |
| AZPNUSD ASPEN TECHNOLOGY INC | 1.0% | Held | 31,713 | $2.6M |
| AMZN AMAZON.COM INC | 0.6% | Held | 1,000 | $1.5M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| META META PLATFORMS INC-CLASS A | 25,000 | $4.1M |
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.