Valley Forge Capital Management, LP
Dev Kantesaria · As of Q4 2024 · filed Feb 14, 2025
| FICO FAIR ISAAC CORP | 34.4% | Reduced −3.1% | 784,122 | $1.56B |
| SPGI S&P GLOBAL INC | 19.3% | Added +2.9% | 1,755,098 | $874.1M |
| MA MASTERCARD INC - A | 17.2% | Held | 1,484,772 | $781.8M |
| MCO MOODY'S CORP | 13.7% | Added +2.0% | 1,314,144 | $622.1M |
| V VISA INC-CLASS A SHARES | 6.3% | Held | 912,017 | $288.2M |
| INTU INTUIT INC | 5.6% | Reduced −9.6% | 402,281 | $252.8M |
| ASML ASML HOLDING NV-NY REG SHS | 1.9% | Held | 125,627 | $87.1M |
| EFX EQUIFAX INC | 0.8% | New | 144,000 | $36.7M |
| MSCI MSCI INC | 0.8% | New | 59,700 | $35.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AZPN1USD ASPEN TECHNOLOGY INC | 295,485 | $70.6M |
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.