Valley Forge Capital
SuperinvestorValley Forge Capital Management, LP
- SEC CIK
- 0001697868
- Manager
- Dev Kantesaria
- Style
- Quality
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 9
- 0 vs. Q2 2025
- Portfolio value
- $4.16B
- −$370.3M (−8.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FICOFair Isaac Corp | COM | 768,422 | $1.15B | 27.7% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 1,755,098 | $854.2M | 20.5% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,484,772 | $844.6M | 20.3% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,314,144 | $626.2M | 15.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 912,017 | $311.3M | 7.5% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 261,097 | $178.3M | 4.3% | −2,215−0.8% | Reduced | History |
| ASMLASML Holding NV | ADR | 125,627 | $121.6M | 2.9% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 144,000 | $36.9M | 0.9% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 59,700 | $33.9M | 0.8% | 00.0% | Unchanged | History |