Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 8
- 0 vs. Q1 2024
- Portfolio value
- $3.87B
- +$201.1M (+5.5%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FICOFair Isaac Corp | COM | 877,748 | $1.31B | 33.8% | −3,000−0.3% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 1,655,561 | $738.4M | 19.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,484,772 | $655.0M | 16.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,218,410 | $512.9M | 13.3% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 444,881 | $292.4M | 7.6% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 912,017 | $239.4M | 6.2% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 62,903 | $64.3M | 1.7% | 00.0% | Unchanged | History |
| AZPNAspen Technology, Inc. | COM | 295,485 | $58.7M | 1.5% | 00.0% | Unchanged | History |