Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 9
- +1 vs. Q3 2024
- Portfolio value
- $4.54B
- +$39.6M (+0.9%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FICOFair Isaac Corp | COM | 784,122 | $1.56B | 34.4% | −24,671−3.1% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 1,755,098 | $874.1M | 19.3% | +49,200+2.9% | Added | History |
| MAMastercard Inc | Stock | 1,484,772 | $781.8M | 17.2% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,314,144 | $622.1M | 13.7% | +25,700+2.0% | Added | History |
| VVisa Inc. | Stock | 912,017 | $288.2M | 6.3% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 402,281 | $252.8M | 5.6% | −42,600−9.6% | Reduced | History |
| ASMLASML Holding NV | ADR | 125,627 | $87.1M | 1.9% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 144,000 | $36.7M | 0.8% | +144,000 | New | History |
| MSCIMSCI Inc. | Stock | 59,700 | $35.8M | 0.8% | +59,700 | New | History |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.