Loading...
Loading...
MIAMI, FL · CIK 0001697868
New positions
0
Added to
3
Trimmed
2
Exited
0
Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $2.46B across 10 positions in their Q4 2022 SEC 13F filing (period ending 2022-12-31). 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 | FICOFAIR ISAAC CORP | $576.46M | 23.41% | - |
| 2 | MAMASTERCARD INCORPORATED | $540.95M | 21.96% | -1.2% |
| 3 | SPGIS&P GLOBAL INC | $466.46M | 18.94% | +7.5% |
| 4 | MCOMOODYS CORP | $339.47M | 13.78% | +5.1% |
| 5 | VVISA INC | $208.75M | 8.48% | +3.2% |
| 6 | AMZNAMAZON COM INC | $92.85M | 3.77% | -32.4% |
| 7 | ADBEADOBE SYSTEMS INCORPORATED | $82.89M | 3.37% | - |
| 8 | INTUINTUIT | $77.09M | 3.13% | - |
| 9 | ADSKAUTODESK INC | $41.87M | 1.70% | - |
| 10 | AZPN1USDASPEN TECHNOLOGY INC | $36.04M | 1.46% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| SPGIS&P GLOBAL INC | $466.46M | 1,392,653 | +7.5% |
| MCOMOODYS CORP | $339.47M | 1,218,410 | +5.1% |
| VVISA INC | $208.75M | 1,004,777 | +3.2% |
Get alerts when Valley Forge Capital Management, LP files new 13F holdings.