Valley Forge Capital Management, LP Q2 2017 13F Holdings & Portfolio | SmartMoneyDB

Valley Forge Capital Management, LP

MIAMI, FL · CIK 0001697868

Portfolio Value: $140.62M

Positions: 8

Period: 2017-06-30

Filed: 2017-08-14

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Portfolio Value

$140.62M

Positions

New

Increased

Decreased

Sold Out

Valley Forge Capital Management, LP Q2 2017 13F Filing Summary

Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $140.62M across 8 positions in their Q2 2017 SEC 13F filing (period ending 2017-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: MCO$42.76M·SPGI$42.66M·MNST$26.39M·INTU$7.77M·V$7.69M

Holdings Heatmap

MCO30.4% · $42.76M SPGI30.3% · $42.66M MNST18.8% · $26.39M+1.8%INTU5.5%V5.5%NKE5.2%

MA3.0% · $4.22M AZPNUSD1.2% · $1.75M

Top 8 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Adds1

MNST

MONSTER BEVERAGE CORP NEW

$26.39M

+1.8%

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	MCOMOODYS CORP	$42.76M	351,415	30.41%	-
2	SPGIS&P GLOBAL INC	$42.66M	292,209	30.34%	-
3	MNSTMONSTER BEVERAGE CORP NEW	$26.39M	531,249	18.77%	+1.8%
4	INTUINTUIT	$7.77M	58,500	5.52%	-
5	VVISA INC	$7.69M	82,000	5.47%	-
6	NKENIKE INC	$7.38M	125,084	5.25%	-
7	MAMASTERCARD INCORPORATED	$4.22M	34,750	3.00%	-
8	AZPNUSDASPEN TECHNOLOGY INC	$1.75M	31,713	1.25%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
MNSTMONSTER BEVERAGE CORP NEW	$26.39M	531,249	+9.5K	+1.8%

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