Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 9
- 0 vs. Q4 2024
- Portfolio value
- $4.39B
- −$150.8M (−3.3%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FICOFair Isaac Corp | COM | 768,422 | $1.42B | 32.3% | −15,700−2.0% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 1,755,098 | $891.8M | 20.3% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,484,772 | $813.8M | 18.5% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,314,144 | $612.0M | 13.9% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 912,017 | $319.6M | 7.3% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 297,360 | $182.6M | 4.2% | −104,921−26.1% | Reduced | History |
| ASMLASML Holding NV | ADR | 125,627 | $83.2M | 1.9% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 144,000 | $35.1M | 0.8% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 59,700 | $33.8M | 0.8% | 00.0% | Unchanged | History |