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MIAMI, FL · CIK 0001697868
Portfolio Value
$377.83M
Positions
9
New
0
Increased
3
Decreased
0
Sold Out
1
Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $377.83M across 9 positions in their Q1 2019 SEC 13F filing (period ending 2019-03-31). 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 | FICOFAIR ISAAC CORP | $90.47M | 23.95% | - |
| 2 | SPGIS&P GLOBAL INC | $85.78M | 22.70% | - |
| 3 | MCOMOODYS CORP | $76.22M | 20.17% | +9.4% |
| 4 | VVISA INC | $70.27M | 18.60% | +389.0% |
| 5 | INTUINTUIT | $24.74M | 6.55% | +17.4% |
| 6 | ADSKAUTODESK INC | $16.84M | 4.46% | - |
| 7 | MAMASTERCARD INC | $8.42M | 2.23% | - |
| 8 | AZPNUSDASPEN TECHNOLOGY INC | $3.31M | 0.87% | - |
| 9 | AMZNAMAZON COM INC | $1.78M | 0.47% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| MCOMOODYS CORP | $76.22M | 420,915 | +9.4% |
| VVISA INC | $70.27M | 449,922 | +389.0% |
| INTUINTUIT | $24.74M | 94,641 | +17.4% |
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