Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 10
- 0 vs. Q1 2022
- Portfolio value
- $2.24B
- −$392.6M (−14.9%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 1,574,417 | $496.7M | 22.2% | +32,560+2.1% | Added | History |
| SPGIS&P Global Inc. | Stock | 1,295,275 | $436.6M | 19.5% | +105,914+8.9% | Added | History |
| FICOFair Isaac Corp | COM | 963,048 | $386.1M | 17.3% | +63,918+7.1% | Added | History |
| MCOMoodys Corp | Stock | 1,159,004 | $315.2M | 14.1% | +78,123+7.2% | Added | History |
| VVisa Inc. | Stock | 973,477 | $191.7M | 8.6% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,634,300 | $173.6M | 7.8% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| ADBEAdobe Inc. | Stock | 246,305 | $90.2M | 4.0% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 196,071 | $75.6M | 3.4% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 224,034 | $38.5M | 1.7% | 00.0% | Unchanged | History |
| AZPNAspen Technology, Inc. | COM | 175,485 | $32.2M | 1.4% | +175,485 | New | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.