Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 8
- 0 vs. Q2 2024
- Portfolio value
- $4.50B
- +$632.4M (+16.4%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FICOFair Isaac Corp | COM | 808,793 | $1.57B | 34.9% | −68,955−7.9% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 1,705,898 | $881.3M | 19.6% | +50,337+3.0% | Added | History |
| MAMastercard Inc | Stock | 1,484,772 | $733.2M | 16.3% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,288,444 | $611.5M | 13.6% | +70,034+5.7% | Added | History |
| INTUIntuit Inc. | Stock | 444,881 | $276.3M | 6.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 912,017 | $250.8M | 5.6% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 125,627 | $104.7M | 2.3% | +62,724+99.7% | Added | History |
| AZPNAspen Technology, Inc. | COM | 295,485 | $70.6M | 1.6% | 00.0% | Unchanged | History |