Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 10
- 0 vs. Q3 2022
- Portfolio value
- $2.46B
- +$355.3M (+16.9%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AZPNAspen Technology, Inc. | COM | 175,485 | $36.0M | 1.5% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 224,034 | $41.9M | 1.7% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 198,071 | $77.1M | 3.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 246,305 | $82.9M | 3.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,105,393 | $92.9M | 3.8% | −528,907−32.4% | Reduced | History |
| VVisa Inc. | Stock | 1,004,777 | $208.8M | 8.5% | +31,300+3.2% | Added | History |
| MCOMoodys Corp | Stock | 1,218,410 | $339.5M | 13.8% | +59,406+5.1% | Added | History |
| SPGIS&P Global Inc. | Stock | 1,392,653 | $466.5M | 18.9% | +97,378+7.5% | Added | History |
| MAMastercard Inc | Stock | 1,555,667 | $541.0M | 22.0% | −18,750−1.2% | Reduced | History |
| FICOFair Isaac Corp | COM | 963,048 | $576.5M | 23.4% | 00.0% | Unchanged | History |