Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 8
- −1 vs. Q1 2023
- Portfolio value
- $2.95B
- +$309.1M (+11.7%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FICOFair Isaac Corp | COM | 943,048 | $763.1M | 25.9% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 1,655,561 | $663.7M | 22.5% | +262,908+18.9% | Added | History |
| MAMastercard Inc | Stock | 1,489,102 | $585.7M | 19.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,218,410 | $423.7M | 14.4% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 904,977 | $214.9M | 7.3% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 444,881 | $203.8M | 6.9% | 00.0% | Unchanged | History |
| AZPNAspen Technology, Inc. | COM | 295,485 | $49.5M | 1.7% | +120,000+68.4% | Added | History |
| ASMLASML Holding NV | ADR | 62,903 | $45.6M | 1.5% | +62,903 | New | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.