Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 10
- 0 vs. Q2 2022
- Portfolio value
- $2.11B
- −$128.8M (−5.8%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 1,574,417 | $447.7M | 21.2% | 00.0% | Unchanged | History |
| FICOFair Isaac Corp | COM | 963,048 | $396.8M | 18.8% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 1,295,275 | $395.5M | 18.8% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,159,004 | $281.8M | 13.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,634,300 | $184.7M | 8.8% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 973,477 | $172.9M | 8.2% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 198,071 | $76.7M | 3.6% | +2,000+1.0% | Added | History |
| ADBEAdobe Inc. | Stock | 246,305 | $67.8M | 3.2% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 224,034 | $41.9M | 2.0% | 00.0% | Unchanged | History |
| AZPNAspen Technology, Inc. | COM | 175,485 | $41.8M | 2.0% | 00.0% | Unchanged | History |