Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 9
- 0 vs. Q1 2025
- Portfolio value
- $4.53B
- +$138.3M (+3.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSCIMSCI Inc. | Stock | 59,700 | $34.4M | 0.8% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 144,000 | $37.3M | 0.8% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 125,627 | $100.7M | 2.2% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 263,312 | $207.4M | 4.6% | −34,048−11.5% | Reduced | History |
| VVisa Inc. | Stock | 912,017 | $323.8M | 7.2% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,314,144 | $659.2M | 14.6% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,484,772 | $834.4M | 18.4% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 1,755,098 | $925.4M | 20.4% | 00.0% | Unchanged | History |
| FICOFair Isaac Corp | COM | 768,422 | $1.40B | 31.0% | 00.0% | Unchanged | History |