Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 8
- 0 vs. Q4 2023
- Portfolio value
- $3.67B
- +$148.2M (+4.2%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FICOFair Isaac Corp | COM | 880,748 | $1.10B | 30.0% | −22,839−2.5% | Reduced | History |
| MAMastercard Inc | Stock | 1,484,772 | $715.0M | 19.5% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 1,655,561 | $704.4M | 19.2% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,218,410 | $478.9M | 13.1% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 444,881 | $289.2M | 7.9% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 912,017 | $254.5M | 6.9% | 00.0% | Unchanged | History |
| AZPNAspen Technology, Inc. | COM | 295,485 | $63.0M | 1.7% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 62,903 | $61.0M | 1.7% | 00.0% | Unchanged | History |