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MIAMI, FL · CIK 0001697868
Portfolio Value
$213.57M
Positions
9
New
1
Increased
3
Decreased
0
Sold Out
0
Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $213.57M across 9 positions in their Q1 2018 SEC 13F filing (period ending 2018-03-31). 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 | SPGIS&P GLOBAL INC | $57.74M | 27.04% | +3.4% |
| 2 | MCOMOODYS CORP | $56.68M | 26.54% | - |
| 3 | MNSTMONSTER BEVERAGE CORP NEW | $34.80M | 16.29% | +14.5% |
| 4 | EFXEQUIFAX INC | $31.81M | 14.89% | +11.8% |
| 5 | INTUINTUIT | $10.14M | 4.75% | - |
| 6 | VVISA INC | $9.81M | 4.59% | - |
| 7 | MAMASTERCARD INCORPORATED | $6.09M | 2.85% | - |
| 8 | METAFACEBOOK INC | $4.00M | 1.87% | New |
| 9 | AZPNUSDASPEN TECHNOLOGY INC | $2.50M | 1.17% | - |
| Stock | Value | Shares |
|---|---|---|
| METAFACEBOOK INC | $4.00M | 25,000 |
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