Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 10
- No 13F data for Q4 2020
- Portfolio value
- $2.11B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 1,342,158 | $477.9M | 22.6% | – | – | History |
| SPGIS&P Global Inc. | Stock | 1,272,544 | $449.0M | 21.2% | – | – | History |
| MCOMoodys Corp | Stock | 1,155,246 | $345.0M | 16.3% | – | – | History |
| FICOFair Isaac Corp | COM | 666,001 | $323.7M | 15.3% | – | – | History |
| VVisa Inc. | Stock | 1,015,303 | $215.0M | 10.2% | – | – | History |
| ADBEAdobe Inc. | Stock | 187,189 | $89.0M | 4.2% | – | – | History |
| INTUIntuit Inc. | Stock | 215,221 | $82.4M | 3.9% | – | – | History |
| ADSKAutodesk, Inc. | COM | 253,508 | $70.3M | 3.3% | – | – | History |
| AZPNASPENTECH Corp | COM | 387,202 | $55.9M | 2.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,842 | $5.70M | 0.3% | – | – | History |