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MIAMI, FL · CIK 0001697868
Portfolio Value
$514.51M
Positions
9
New
0
Increased
2
Decreased
0
Sold Out
0
Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $514.51M across 9 positions in their Q4 2019 SEC 13F filing (period ending 2019-12-31). 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 | $124.80M | 24.26% | - |
| 2 | SPGIS&P GLOBAL INC | $115.06M | 22.36% | - |
| 3 | MCOMOODYS CORP | $106.81M | 20.76% | +0.7% |
| 4 | VVISA INC | $90.74M | 17.64% | - |
| 5 | MAMASTERCARD INC | $25.34M | 4.92% | +10.4% |
| 6 | INTUINTUIT | $24.79M | 4.82% | - |
| 7 | ADSKAUTODESK INC | $19.82M | 3.85% | - |
| 8 | AZPNUSDASPEN TECHNOLOGY INC | $5.30M | 1.03% | - |
| 9 | AMZNAMAZON COM INC | $1.85M | 0.36% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| MCOMOODYS CORP | $106.81M | 449,915 | +0.7% |
| MAMASTERCARD INC | $25.34M | 84,850 | +10.4% |
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