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MIAMI, FL · CIK 0001697868
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Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $3.12B across 7 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). 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 | $803.11M | 25.77% | -12.6% |
| 2 | SPGIS&P GLOBAL INC | $620.68M | 19.92% | -13.3% |
| 3 | MCOMOODYS CORP | $596.58M | 19.14% | - |
| 4 | MAMASTERCARD INCORPORATED | $547.46M | 17.57% | -28.3% |
| 5 | ASMLASML HLDG NV | $340.36M | 10.92% | - |
| 6 | VVISA INC | $158.84M | 5.10% | -22.7% |
| 7 | INTUINTUIT | $49.35M | 1.58% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| FICOFAIR ISAAC CORP | $803.11M | 672,186 | -12.6% |
| SPGIS&P GLOBAL INC | $620.68M | 1,524,036 | -13.3% |
| MAMASTERCARD INCORPORATED | $547.46M | 1,065,934 | -28.3% |
| VVISA INC | $158.84M | 462,978 | -22.7% |
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