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MIAMI, FL · CIK 0001697868
New positions
0
Added to
2
Trimmed
5
Exited
2
Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $3.38B across 7 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 100.0% of the portfolio.
Top 7 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | FICOFAIR ISAAC CORP | $821.30M | 24.33% | -0.0% |
| 2 | SPGIS&P GLOBAL INC | $747.78M | 22.15% | -0.0% |
| 3 | MAMASTERCARD INCORPORATED | $743.24M | 22.02% | +0.0% |
| 4 | MCOMOODYS CORP | $574.62M | 17.02% | -0.0% |
| 5 | ASMLASML HOLDING N V | $225.97M | 6.69% | +35.5% |
| 6 | VVISA INC | $180.97M | 5.36% | -34.7% |
| 7 | INTUINTUIT | $81.75M | 2.42% | -14.5% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| MAMASTERCARD INCORPORATED | $743.24M | 1,487,496 | +0.0% |
| ASMLASML HOLDING N V | $225.97M | 171,083 | +35.5% |
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