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MIAMI, FL · CIK 0001697868
New positions
1
Added to
5
Trimmed
1
Exited
0
Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $2.63B across 10 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). The top 10 positions account for 100.0% of the portfolio.
Top 10 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | MAMASTERCARD INCORPORATED | $551.03M | 20.96% | +7.0% |
| 2 | SPGIS&P GLOBAL INC | $487.85M | 18.56% | +6.9% |
| 3 | FICOFAIR ISAAC CORP | $419.41M | 15.95% | +0.5% |
| 4 | MCOMOODYS CORP | $364.70M | 13.87% | +5.2% |
| 5 | AMZNAMAZON COM INC | $266.39M | 10.13% | - |
| 6 | VVISA INC | $215.89M | 8.21% | +4.3% |
| 7 | ADBEADOBE SYSTEMS INCORPORATED | $112.22M | 4.27% | - |
| 8 | INTUINTUIT | $94.28M | 3.59% | - |
| 9 | AZPNUSDASPEN TECHNOLOGY INC | $69.09M | 2.63% | New |
| 10 | ADSKAUTODESK INC | $48.02M | 1.83% | -11.7% |
| Stock | Value | Shares |
|---|---|---|
| AZPNUSDASPEN TECHNOLOGY INC | $69.09M | 417,823 |
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