Valley Forge Capital Management, LP
Dev Kantesaria · As of Q4 2023 · filed Feb 14, 2024
| FICO FAIR ISAAC CORP | 29.9% | Reduced −4.2% | 903,587 | $1.05B |
| SPGI S&P GLOBAL INC | 20.7% | Held | 1,655,561 | $729.3M |
| MA MASTERCARD INC - A | 18.0% | Reduced −0.3% | 1,484,772 | $633.3M |
| MCO MOODY'S CORP | 13.5% | Held | 1,218,410 | $475.9M |
| INTU INTUIT INC | 7.9% | Held | 444,881 | $278.1M |
| V VISA INC-CLASS A SHARES | 6.7% | Added +0.8% | 912,017 | $237.4M |
| AZPN1USD ASPEN TECHNOLOGY INC | 1.8% | Held | 295,485 | $65.1M |
| ASML ASML HOLDING NV-NY REG SHS | 1.4% | Held | 62,903 | $47.6M |
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.