Valley Forge Capital Management
$3.4B Assets Reported
9 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| FICO | FAIR ISAAC CORP | 769,342 | $821M | 24.3% |
| SPGI | S&P GLOBAL INC | 1,758,074 | $748M | 22.2% |
| MA | MASTERCARD INCORPORATED | 1,487,496 | $743M | 22.0% |
| MCO | MOODYS CORP | 1,317,188 | $575M | 17.0% |
| ASML | ASML HOLDING N V | 171,083 | $226M | 6.7% |
| V | VISA INC | 598,753 | $181M | 5.4% |
| INTU | INTUIT | 189,072 | $82M | 2.4% |
| EFX | EQUIFAX INC | |||
| MSCI | MSCI INC |
Track Valley Forge Capital Management's 13F portfolio: $3.4B in reported holdings, 9 positions. Top holdings, AUM, and quarterly changes on SentiSense.