Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 9
- 0 vs. Q2 2021
- Portfolio value
- $2.52B
- −$56.7M (−2.2%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPGIS&P Global Inc. | Stock | 1,276,544 | $542.4M | 21.5% | +4,000+0.3% | Added | History |
| MAMastercard Inc | Stock | 1,381,123 | $480.2M | 19.1% | +28,309+2.1% | Added | History |
| MCOMoodys Corp | Stock | 1,156,246 | $410.6M | 16.3% | +1,000+0.1% | Added | History |
| FICOFair Isaac Corp | COM | 724,711 | $288.4M | 11.5% | +53,202+7.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 80,915 | $265.8M | 10.6% | +2,200+2.8% | Added | History |
| VVisa Inc. | Stock | 1,015,303 | $226.2M | 9.0% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 215,221 | $116.1M | 4.6% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 200,077 | $115.2M | 4.6% | +5,888+3.0% | Added | History |
| ADSKAutodesk, Inc. | COM | 253,608 | $72.3M | 2.9% | 00.0% | Unchanged | History |