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MIAMI, FL · CIK 0001697868
Portfolio Value
$3.52B
Positions
8
New
0
Increased
1
Decreased
2
Sold Out
0
Valley Forge Capital Management, LP (MIAMI, FL) reported a portfolio value of $3.52B across 8 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). The top 10 positions account for 100.0% of the portfolio.
Top 8 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | FICOFAIR ISAAC CORP | $1.05B | 29.89% | -4.2% |
| 2 | SPGIS&P GLOBAL INC | $729.31M | 20.73% | - |
| 3 | MAMASTERCARD INCORPORATED | $633.27M | 18.00% | -0.3% |
| 4 | MCOMOODYS CORP | $475.86M | 13.52% | - |
| 5 | INTUINTUIT | $278.06M | 7.90% | - |
| 6 | VVISA INC | $237.44M | 6.75% | +0.8% |
| 7 | AZPN1USDASPEN TECHNOLOGY INC | $65.05M | 1.85% | - |
| 8 | ASMLASML HOLDING N V | $47.61M | 1.35% | - |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| VVISA INC | $237.44M | 912,017 | +0.8% |
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