Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 10
- +1 vs. Q4 2021
- Portfolio value
- $2.63B
- −$15.2M (−0.6%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 1,541,857 | $551.0M | 21.0% | +101,159+7.0% | Added | History |
| SPGIS&P Global Inc. | Stock | 1,189,361 | $487.9M | 18.6% | +76,448+6.9% | Added | History |
| FICOFair Isaac Corp | COM | 899,130 | $419.4M | 16.0% | +4,648+0.5% | Added | History |
| MCOMoodys Corp | Stock | 1,080,881 | $364.7M | 13.9% | +53,147+5.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 81,715 | $266.4M | 10.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 973,477 | $215.9M | 8.2% | +40,080+4.3% | Added | History |
| ADBEAdobe Inc. | Stock | 246,305 | $112.2M | 4.3% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 196,071 | $94.3M | 3.6% | 00.0% | Unchanged | History |
| AZPNASPENTECH Corp | COM | 417,823 | $69.1M | 2.6% | +417,823 | New | History |
| ADSKAutodesk, Inc. | COM | 224,034 | $48.0M | 1.8% | −29,574−11.7% | Reduced | History |