Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 9
- −1 vs. Q4 2022
- Portfolio value
- $2.64B
- +$178.1M (+7.2%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FICOFair Isaac Corp | COM | 943,048 | $662.7M | 25.1% | −20,000−2.1% | Reduced | History |
| MAMastercard Inc | Stock | 1,489,102 | $541.2M | 20.5% | −66,565−4.3% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 1,392,653 | $480.1M | 18.2% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,218,410 | $372.9M | 14.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 904,977 | $204.0M | 7.7% | −99,800−9.9% | Reduced | History |
| INTUIntuit Inc. | Stock | 444,881 | $198.3M | 7.5% | +246,810+124.6% | Added | History |
| ADBEAdobe Inc. | Stock | 246,305 | $94.9M | 3.6% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 224,034 | $46.6M | 1.8% | 00.0% | Unchanged | History |
| AZPNAspen Technology, Inc. | COM | 175,485 | $40.2M | 1.5% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (1)
Positions held at the end of Q4 2022 that are gone from this filing.