Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 8
- 0 vs. Q3 2023
- Portfolio value
- $3.52B
- +$586.8M (+20.0%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FICOFair Isaac Corp | COM | 903,587 | $1.05B | 29.9% | −39,461−4.2% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 1,655,561 | $729.3M | 20.7% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,484,772 | $633.3M | 18.0% | −4,330−0.3% | Reduced | History |
| MCOMoodys Corp | Stock | 1,218,410 | $475.9M | 13.5% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 444,881 | $278.1M | 7.9% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 912,017 | $237.4M | 6.7% | +7,040+0.8% | Added | History |
| AZPNAspen Technology, Inc. | COM | 295,485 | $65.1M | 1.8% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 62,903 | $47.6M | 1.4% | 00.0% | Unchanged | History |