Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 9
- 0 vs. Q3 2021
- Portfolio value
- $2.64B
- +$126.9M (+5.0%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPGIS&P Global Inc. | Stock | 1,112,913 | $525.2M | 19.9% | −163,631−12.8% | Reduced | History |
| MAMastercard Inc | Stock | 1,440,698 | $517.7M | 19.6% | +59,575+4.3% | Added | History |
| MCOMoodys Corp | Stock | 1,027,734 | $401.4M | 15.2% | −128,512−11.1% | Reduced | History |
| FICOFair Isaac Corp | COM | 894,482 | $387.9M | 14.7% | +169,771+23.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 81,715 | $272.5M | 10.3% | +800+1.0% | Added | History |
| VVisa Inc. | Stock | 933,397 | $202.3M | 7.7% | −81,906−8.1% | Reduced | History |
| ADBEAdobe Inc. | Stock | 246,305 | $139.7M | 5.3% | +46,228+23.1% | Added | History |
| INTUIntuit Inc. | Stock | 196,071 | $126.1M | 4.8% | −19,150−8.9% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 253,608 | $71.3M | 2.7% | 00.0% | Unchanged | History |