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MIAMI, FL · CIK 0001697868
Portfolio Value
$257.24M
Positions
10
New
2
Increased
0
Decreased
0
Sold Out
1
Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $257.24M across 10 positions in their Q2 2018 SEC 13F filing (period ending 2018-06-30). The top 10 positions account for 100.0% of the portfolio.
Top 10 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | FICOFAIR ISAAC CORP | $61.68M | 23.98% | New |
| 2 | SPGIS&P GLOBAL INC | $61.62M | 23.96% | - |
| 3 | MCOMOODYS CORP | $59.94M | 23.30% | - |
| 4 | MNSTMONSTER BEVERAGE CORP NEW | $34.85M | 13.55% | - |
| 5 | INTUINTUIT | $11.95M | 4.65% | - |
| 6 | VVISA INC | $10.86M | 4.22% | - |
| 7 | MAMASTERCARD INCORPORATED | $6.83M | 2.65% | - |
| 8 | METAFACEBOOK INC | $4.86M | 1.89% | - |
| 9 | AZPNUSDASPEN TECHNOLOGY INC | $2.94M | 1.14% | - |
| 10 | AMZNAMAZON COM INC | $1.70M | 0.66% | New |
| Stock | Value | Shares |
|---|---|---|
| FICOFAIR ISAAC CORP | $61.68M | 319,078 |
| AMZNAMAZON COM INC | $1.70M | 1,000 |
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