Universe · entity
Valley Forge Capital Management, LP
Institutional manager (13F) · CIK 1697868
13F holdings · as of 2026-03-31 · top 7 · reported portfolio $3.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | FAIR ISAAC CORP | $821M | 769,342 |
| 2 | S&P GLOBAL INC | $748M | 1,758,074 |
| 3 | MASTERCARD INCORPORATED | $743M | 1,487,496 |
| 4 | MOODYS CORP | $575M | 1,317,188 |
| 5 | ASML HOLDING N V | $226M | 171,083 |
| 6 | VISA INC | $181M | 598,753 |
| 7 | INTUIT | $82M | 189,072 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.