Valley Forge Capital Management, Lp (Dev Kantesaria)
Basic Stats
Market Value
4.50B
Top 10 (%)
100.00%
Portfolio Size (Change from Prev.)
8 (0)
Avg. Holding Period
25 years
Turnover
0.00%
Industry Breakdown
Services-business Services, Nec
56.79%
Services-consumer Credit Reporting, Collection Agencies
33.17%
Services-prepackaged Software
6.14%
Special Industry Machinery, Nec
2.33%
Services-computer Programming Services
1.57%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 FICO | Fair Isaac Corp | 1.57B | 34.93% | 808.79K | -7.86% | -68.95K | $1,943.52 | 3.30% |
 SPGI | S&p Global Inc | 881.30M | 19.58% | 1.71M | 3.04% | 50.34K | $516.62 | 0.55% |
 MA | Mastercard Incorporated | 733.18M | 16.29% | 1.48M | — | — | $493.80 | 0.16% |
 MCO | Moodys Corp | 611.48M | 13.59% | 1.29M | 5.75% | 70.03K | $474.59 | 0.71% |
 INTU | Intuit | 276.27M | 6.14% | 444.88K | — | — | $621.00 | 0.16% |
 V | Visa Inc | 250.76M | 5.57% | 912.02K | — | — | $274.95 | 0.05% |
 ASML | Asml Holding N V | 104.68M | 2.33% | 125.63K | 99.72% | 62.72K | $833.25 | 0.03% |
 AZPN | Aspen Technology Inc | 70.57M | 1.57% | 295.49K | — | — | $238.82 | 0.47% |