Valley Forge Capital Management, LP
Dev Kantesaria · As of Q4 2020 · filed Feb 16, 2021
| MA MASTERCARD INC - A | 22.4% | Added +52.2% | 676,614 | $241.5M |
| SPGI S&P GLOBAL INC | 19.7% | Added +1.8% | 645,541 | $212.2M |
| FICO FAIR ISAAC CORP | 16.4% | Added +1.8% | 346,278 | $177.0M |
| MCO MOODY'S CORP | 16.0% | Added +0.8% | 593,529 | $172.3M |
| V VISA INC-CLASS A SHARES | 10.9% | Added +11.4% | 538,122 | $117.7M |
| INTU INTUIT INC | 4.1% | Held | 115,741 | $44.0M |
| ADSK AUTODESK INC | 3.9% | Held | 137,624 | $42.0M |
| ADBE ADOBE INC | 3.7% | Added +12.6% | 80,500 | $40.3M |
| AZPNUSD ASPEN TECHNOLOGY INC | 2.4% | Added +11.6% | 202,266 | $26.3M |
| AMZN AMAZON.COM INC | 0.3% | Held | 1,000 | $3.3M |
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.