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MIAMI, FL · CIK 0001697868
Portfolio Value
$2.64B
Positions
9
New
0
Increased
1
Decreased
3
Sold Out
1
Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $2.64B across 9 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). 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 | FICOFAIR ISAAC CORP | $662.67M | 25.09% | -2.1% |
| 2 | MAMASTERCARD INCORPORATED | $541.15M | 20.49% | -4.3% |
| 3 | SPGIS&P GLOBAL INC | $480.14M | 18.18% | - |
| 4 | MCOMOODYS CORP | $372.86M | 14.12% | - |
| 5 | VVISA INC | $204.04M | 7.73% | -9.9% |
| 6 | INTUINTUIT | $198.34M | 7.51% | +124.6% |
| 7 | ADBEADOBE SYSTEMS INCORPORATED | $94.92M | 3.59% | - |
| 8 | ADSKAUTODESK INC | $46.63M | 1.77% | - |
| 9 | AZPN1USDASPEN TECHNOLOGY INC | $40.16M | 1.52% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| INTUINTUIT | $198.34M | 444,881 | +124.6% |
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