Valley Forge Capital Management, LP
Dev Kantesaria · As of Q4 2025 · filed Feb 17, 2026
| FICO FAIR ISAAC CORP | 29.5% | Added +0.1% | 769,424 | $1.30B |
| SPGI S&P GLOBAL INC | 20.8% | Added +0.2% | 1,758,179 | $918.8M |
| MA MASTERCARD INC - A | 19.2% | Added +0.2% | 1,487,409 | $849.1M |
| MCO MOODY'S CORP | 15.3% | Added +0.2% | 1,317,292 | $672.9M |
| V VISA INC-CLASS A SHARES | 7.3% | Added +0.5% | 916,410 | $321.4M |
| INTU INTUIT INC | 3.3% | Reduced −15.3% | 221,236 | $146.6M |
| ASML ASML HOLDING NV-NY REG SHS | 3.1% | Added +0.5% | 126,242 | $135.1M |
| MSCI MSCI INC | 0.8% | Added +1.8% | 60,770 | $34.9M |
| EFX EQUIFAX INC | 0.7% | Added +1.6% | 146,352 | $31.8M |
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.