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MIAMI, FL · CIK 0001697868
Portfolio Value
$448.07M
Positions
9
New
0
Increased
4
Decreased
0
Sold Out
0
Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $448.07M across 9 positions in their Q3 2019 SEC 13F filing (period ending 2019-09-30). 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 | $103.24M | 23.04% | - |
| 2 | FICOFAIR ISAAC CORP | $101.10M | 22.56% | - |
| 3 | MCOMOODYS CORP | $91.54M | 20.43% | +6.2% |
| 4 | VVISA INC | $83.07M | 18.54% | +3.0% |
| 5 | INTUINTUIT | $25.17M | 5.62% | - |
| 6 | MAMASTERCARD INC | $20.87M | 4.66% | +115.0% |
| 7 | ADSKAUTODESK INC | $15.96M | 3.56% | - |
| 8 | AZPNUSDASPEN TECHNOLOGY INC | $5.39M | 1.20% | +38.2% |
| 9 | AMZNAMAZON COM INC | $1.74M | 0.39% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| MCOMOODYS CORP | $91.54M | 446,915 | +6.2% |
| VVISA INC | $83.07M | 482,922 | +3.0% |
| MAMASTERCARD INC | $20.87M | 76,850 | +115.0% |
| AZPNUSDASPEN TECHNOLOGY INC | $5.39M | 43,813 | +38.2% |
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