Valley Forge Capital Management, LP
Dev Kantesaria · As of Q4 2019 · filed Feb 14, 2020
| FICO FAIR ISAAC CORP | 24.3% | Held | 333,078 | $124.8M |
| SPGI S&P GLOBAL INC | 22.4% | Held | 421,407 | $115.1M |
| MCO MOODY'S CORP | 20.8% | Added +0.7% | 449,915 | $106.8M |
| V VISA INC-CLASS A SHARES | 17.6% | Held | 482,922 | $90.7M |
| MA MASTERCARD INC - A | 4.9% | Added +10.4% | 84,850 | $25.3M |
| INTU INTUIT INC | 4.8% | Held | 94,641 | $24.8M |
| ADSK AUTODESK INC | 3.9% | Held | 108,050 | $19.8M |
| AZPNUSD ASPEN TECHNOLOGY INC | 1.0% | Held | 43,813 | $5.3M |
| AMZN AMAZON.COM INC | 0.4% | Held | 1,000 | $1.8M |
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.