Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 8
- 0 vs. Q2 2023
- Portfolio value
- $2.93B
- −$18.4M (−0.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FICOFair Isaac Corp | COM | 943,048 | $819.1M | 27.9% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 1,655,561 | $605.0M | 20.6% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,489,102 | $589.6M | 20.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,218,410 | $385.2M | 13.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 444,881 | $227.3M | 7.8% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 904,977 | $208.2M | 7.1% | 00.0% | Unchanged | History |
| AZPNAspen Technology, Inc. | COM | 295,485 | $60.4M | 2.1% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 62,903 | $37.0M | 1.3% | 00.0% | Unchanged | History |