Valley Forge Capital Management, LP
Dev Kantesaria · As of Q4 2022 · filed Feb 14, 2023
| FICO FAIR ISAAC CORP | 23.4% | Held | 963,048 | $576.5M |
| MA MASTERCARD INC - A | 22.0% | Reduced −1.2% | 1,555,667 | $541.0M |
| SPGI S&P GLOBAL INC | 18.9% | Added +7.5% | 1,392,653 | $466.5M |
| MCO MOODY'S CORP | 13.8% | Added +5.1% | 1,218,410 | $339.5M |
| V VISA INC-CLASS A SHARES | 8.5% | Added +3.2% | 1,004,777 | $208.8M |
| AMZN AMAZON.COM INC | 3.8% | Reduced −32.4% | 1,105,393 | $92.9M |
| ADBE ADOBE INC | 3.4% | Held | 246,305 | $82.9M |
| INTU INTUIT INC | 3.1% | Held | 198,071 | $77.1M |
| ADSK AUTODESK INC | 1.7% | Held | 224,034 | $41.9M |
| AZPN1USD ASPEN TECHNOLOGY INC | 1.5% | Held | 175,485 | $36.0M |
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.