Valley Forge Capital Management, LP Q2 2020 13F Holdings & Portfolio | SmartMoneyDB

Valley Forge Capital Management, LP

MIAMI, FL · CIK 0001697868

Portfolio Value: $822.71M

Positions: 10

Period: 2020-06-30

Filed: 2020-08-14

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Portfolio Value

$822.71M

Positions

New

Increased

Decreased

Sold Out

Valley Forge Capital Management, LP Q2 2020 13F Filing Summary

Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $822.71M across 10 positions in their Q2 2020 SEC 13F filing (period ending 2020-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: SPGI$180.39M·MCO$156.47M·FICO$142.25M·MA$130.45M·V$93.29M

+1 new6 increased

Holdings Heatmap

SPGI21.9% · $180.39M+25.0%MCO19.0% · $156.47M+26.6%FICO17.3% · $142.25M MA15.9% · $130.45M+151.2%V11.3%INTU4.2%+22.3%

ADSK4.0% · $32.92M+27.4%ADBE3.8% · $31.13MNew AZPNUSD2.3% · $18.78M+313.7%AMZN0.3%

Top 10 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

Largest Adds5

MASTERCARD INCORPORATED

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	SPGIS&P GLOBAL INC	$180.39M	547,505	21.93%	+25.0%
2	MCOMOODYS CORP	$156.47M	569,529	19.02%	+26.6%
3	FICOFAIR ISAAC CORP	$142.25M	340,278	17.29%	-
4	MAMASTERCARD INCORPORATED	$130.45M	441,150	15.86%	+151.2%
5	VVISA INC	$93.29M	482,922	11.34%	-
6	INTUINTUIT	$34.28M	115,741	4.17%	+22.3%
7	ADSKAUTODESK INC	$32.92M	137,624	4.00%	+27.4%
8	ADBEADOBE INC	$31.13M	71,500	3.78%	New
9	AZPNUSDASPEN TECHNOLOGY INC	$18.78M	181,266	2.28%	+313.7%
10	AMZNAMAZON COM INC	$2.76M	1,000	0.34%	-

Position Changes

Stock	Value	Shares
ADBEADOBE INC	$31.13M	71,500

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