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MIAMI, FL · CIK 0001697868
Portfolio Value
$1.08B
Positions
10
New
0
Increased
7
Decreased
0
Sold Out
0
Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $1.08B across 10 positions in their Q4 2020 SEC 13F filing (period ending 2020-12-31). 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 | MAMASTERCARD INCORPORATED | $241.51M | 22.43% | +52.2% |
| 2 | SPGIS&P GLOBAL INC | $212.21M | 19.71% | +1.8% |
| 3 | FICOFAIR ISAAC CORP | $176.96M | 16.44% | +1.8% |
| 4 | MCOMOODYS CORP | $172.27M | 16.00% | +0.8% |
| 5 | VVISA INC | $117.70M | 10.93% | +11.4% |
| 6 | INTUINTUIT | $43.96M | 4.08% | - |
| 7 | ADSKAUTODESK INC | $42.02M | 3.90% | - |
| 8 | ADBEADOBE SYSTEMS INCORPORATED | $40.26M | 3.74% | +12.6% |
| 9 | AZPNUSDASPEN TECHNOLOGY INC | $26.34M | 2.45% | +11.6% |
| 10 | AMZNAMAZON COM INC | $3.26M | 0.30% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| MAMASTERCARD INCORPORATED | $241.51M | 676,614 | +52.2% |
| SPGIS&P GLOBAL INC | $212.21M | 645,541 | +1.8% |
| FICOFAIR ISAAC CORP | $176.96M | 346,278 | +1.8% |
| MCOMOODYS CORP | $172.27M | 593,529 | +0.8% |
| VVISA INC | $117.70M | 538,122 | +11.4% |
| ADBEADOBE SYSTEMS INCORPORATED | $40.26M | 80,500 | +12.6% |
| AZPNUSDASPEN TECHNOLOGY INC | $26.34M | 202,266 | +11.6% |
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