Valley Forge Capital Management, LP
Dev Kantesaria · As of Q4 2021 · filed Feb 14, 2022
| SPGI S&P GLOBAL INC | 19.9% | Reduced −12.8% | 1,112,913 | $525.2M |
| MA MASTERCARD INC - A | 19.6% | Added +4.3% | 1,440,698 | $517.7M |
| MCO MOODY'S CORP | 15.2% | Reduced −11.1% | 1,027,734 | $401.4M |
| FICO FAIR ISAAC CORP | 14.7% | Added +23.4% | 894,482 | $387.9M |
| AMZN AMAZON.COM INC | 10.3% | Added +1.0% | 81,715 | $272.5M |
| V VISA INC-CLASS A SHARES | 7.7% | Reduced −8.1% | 933,397 | $202.3M |
| ADBE ADOBE INC | 5.3% | Added +23.1% | 246,305 | $139.7M |
| INTU INTUIT INC | 4.8% | Reduced −8.9% | 196,071 | $126.1M |
| ADSK AUTODESK INC | 2.7% | Held | 253,608 | $71.3M |
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.