Loading...
Loading...
MIAMI, FL · CIK 0001697868
Portfolio Value
$2.11B
Positions
10
New
0
Increased
1
Decreased
0
Sold Out
0
Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $2.11B across 10 positions in their Q3 2022 SEC 13F filing (period ending 2022-09-30). 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 | $447.67M | 21.24% | - |
| 2 | FICOFAIR ISAAC CORP | $396.79M | 18.83% | - |
| 3 | SPGIS&P GLOBAL INC | $395.51M | 18.77% | - |
| 4 | MCOMOODYS CORP | $281.76M | 13.37% | - |
| 5 | AMZNAMAZON COM INC | $184.68M | 8.76% | - |
| 6 | VVISA INC | $172.94M | 8.21% | - |
| 7 | INTUINTUIT | $76.72M | 3.64% | +1.0% |
| 8 | ADBEADOBE SYSTEMS INCORPORATED | $67.78M | 3.22% | - |
| 9 | ADSKAUTODESK INC | $41.85M | 1.99% | - |
| 10 | AZPN1USDASPEN TECHNOLOGY INC | $41.80M | 1.98% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| INTUINTUIT | $76.72M | 198,071 | +1.0% |
Get alerts when Valley Forge Capital Management, LP files new 13F holdings.