Valley Forge Capital Management
Valley Forge Capital Management · SEC Form 13F portfolio
- Period
- 2026-06-30
- Portfolio value
- $3.12B
- Holdings
- 7
- Top 10
- 100.0%
Latest reported holdings
| Holding | % of Portfolio | Value | Shares | Change |
|---|---|---|---|---|
FAIR ISAAC CORP · COM | 25.77% | $803.11M | 672.19K | −12.63% |
S&P GLOBAL INC · COM | 19.92% | $620.68M | 1.52M | −13.31% |
MOODYS CORP · COM | 19.14% | $596.58M | 1.32M | Unchanged |
MASTERCARD INCORPORATED · CL A | 17.57% | $547.46M | 1.07M | −28.34% |
ASML HLDG NV · N Y REGISTRY SHS | 10.92% | $340.36M | 171.08K | Unchanged |
VISA INC · COM CL A | 5.10% | $158.84M | 462.98K | −22.68% |
INTUIT · COM | 1.58% | $49.35M | 189.07K | Unchanged |