Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 9
- −1 vs. Q1 2021
- Portfolio value
- $2.57B
- +$460.0M (+21.8%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPGIS&P Global Inc. | Stock | 1,272,544 | $522.3M | 20.3% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,352,814 | $493.9M | 19.2% | +10,656+0.8% | Added | History |
| MCOMoodys Corp | Stock | 1,155,246 | $418.6M | 16.3% | 00.0% | Unchanged | History |
| FICOFair Isaac Corp | COM | 671,509 | $337.6M | 13.1% | +5,508+0.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 78,715 | $270.8M | 10.5% | +76,873+4,173.3% | Added | History |
| VVisa Inc. | Stock | 1,015,303 | $237.4M | 9.2% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 194,189 | $113.7M | 4.4% | +7,000+3.7% | Added | History |
| INTUIntuit Inc. | Stock | 215,221 | $105.5M | 4.1% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 253,608 | $74.0M | 2.9% | +1000.0% | Added | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.