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MIAMI, FL · CIK 0001697868
New positions
0
Added to
3
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Exited
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Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $472.17M across 9 positions in their Q1 2020 SEC 13F filing (period ending 2020-03-31). The top 10 positions account for 100.0% of the portfolio.
Top 9 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SPGIS&P GLOBAL INC | $107.32M | 22.73% | +3.9% |
| 2 | FICOFAIR ISAAC CORP | $104.70M | 22.17% | +2.2% |
| 3 | MCOMOODYS CORP | $95.16M | 20.15% | - |
| 4 | VVISA INC | $77.81M | 16.48% | - |
| 5 | MAMASTERCARD INC | $42.43M | 8.99% | +107.0% |
| 6 | INTUINTUIT | $21.77M | 4.61% | - |
| 7 | ADSKAUTODESK INC | $16.87M | 3.57% | - |
| 8 | AZPNUSDASPEN TECHNOLOGY INC | $4.17M | 0.88% | - |
| 9 | AMZNAMAZON COM INC | $1.95M | 0.41% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| SPGIS&P GLOBAL INC | $107.32M | 437,960 | +3.9% |
| FICOFAIR ISAAC CORP | $104.70M | 340,278 | +2.2% |
| MAMASTERCARD INC | $42.43M | 175,650 | +107.0% |
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