Valley Forge Capital Management, Lp (Dev Kantesaria)
Basic Stats
Market Value
4.54B
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
9 (1)
Avg. Holding Period
21 years
Turnover
0.3%
Industry Breakdown
Services-business Services, Nec
58.7%
Services-consumer Credit Reporting, Collection Agencies
33.8%
Services-prepackaged Software
5.6%
Special Industry Machinery, Nec
1.9%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 FICO | Fair Isaac Corp | 1.56B | 34.4% | 784.1K | -3.1% | -24.7K | 1.99K | 3.2% |
 SPGI | S&p Global Inc | 874.09M | 19.3% | 1.8M | 2.9% | 49.2K | 498.00 | 0.6% |
 MA | Mastercard Incorporated | 781.84M | 17.2% | 1.5M | — | — | 527.00 | 0.2% |
 MCO | Moodys Corp | 622.08M | 13.7% | 1.3M | 2.0% | 25.7K | 473.00 | 0.7% |
 V | Visa Inc | 288.23M | 6.3% | 912.0K | — | — | 316.00 | 0.1% |
 INTU | Intuit | 252.83M | 5.6% | 402.3K | -9.6% | -42.6K | 629.00 | 0.1% |
 ASML | Asml Holding N V | 87.07M | 1.9% | 125.6K | — | — | 693.00 | 0.0% |
 EFX | Equifax Inc | 36.70M | 0.8% | 144.0K | New Buy | 144.0K | 255.00 | 0.1% |
 MSCI | Msci Inc | 35.82M | 0.8% | 59.7K | New Buy | 59.7K | 600.00 | 0.1% |
 AZPN | Aspen Technology Inc | — | — | — | Sold Out | -295.5K | 177.00 | — |