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MIAMI, FL · CIK 0001697868
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Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $4.39B across 9 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). 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 | $1.42B | 32.29% | -2.0% |
| 2 | SPGIS&P GLOBAL INC | $891.77M | 20.32% | - |
| 3 | MAMASTERCARD INCORPORATED | $813.83M | 18.54% | - |
| 4 | MCOMOODYS CORP | $611.98M | 13.94% | - |
| 5 | VVISA INC | $319.63M | 7.28% | - |
| 6 | INTUINTUIT | $182.58M | 4.16% | -26.1% |
| 7 | ASMLASML HOLDING N V | $83.24M | 1.90% | - |
| 8 | EFXEQUIFAX INC | $35.07M | 0.80% | - |
| 9 | MSCIMSCI INC | $33.76M | 0.77% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| FICOFAIR ISAAC CORP | $1.42B | 768,422 | -2.0% |
| INTUINTUIT | $182.58M | 297,360 | -26.1% |
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