Valley Forge Capital Management, Lp (Dev Kantesaria)
Basic Stats
Market Value
4.39B
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
9 (0)
Avg. Holding Period
23 years
Turnover
—
Industry Breakdown
Services-business Services, Nec
58.9%
Services-consumer Credit Reporting, Collection Agencies
35.1%
Services-prepackaged Software
4.2%
Special Industry Machinery, Nec
1.9%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 FICO | Fair Isaac Corp | 1.42B | 32.3% | 768.4K | -2.0% | -15.7K | 1.84K | 3.2% |
 SPGI | S&p Global Inc | 891.77M | 20.3% | 1.8M | — | — | 508.00 | 0.6% |
 MA | Mastercard Incorporated | 813.83M | 18.5% | 1.5M | — | — | 548.00 | 0.2% |
 MCO | Moodys Corp | 611.98M | 13.9% | 1.3M | — | — | 466.00 | 0.7% |
 V | Visa Inc | 319.63M | 7.3% | 912.0K | — | — | 350.00 | 0.0% |
 INTU | Intuit | 182.58M | 4.2% | 297.4K | -26.1% | -104.9K | 614.00 | 0.1% |
 ASML | Asml Holding N V | 83.24M | 1.9% | 125.6K | — | — | 663.00 | 0.0% |
 EFX | Equifax Inc | 35.07M | 0.8% | 144.0K | — | — | 244.00 | 0.1% |
 MSCI | Msci Inc | 33.76M | 0.8% | 59.7K | — | — | 566.00 | 0.1% |