Valley Forge Capital Management, Lp (Dev Kantesaria)
Basic Stats
Market Value
4.50B
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
8 (0)
Avg. Holding Period
25 years
Turnover
—
Industry Breakdown
Services-business Services, Nec
56.8%
Services-consumer Credit Reporting, Collection Agencies
33.2%
Services-prepackaged Software
6.1%
Special Industry Machinery, Nec
2.3%
Services-computer Programming Services
1.6%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 FICO | Fair Isaac Corp | 1.57B | 34.9% | 808.8K | -7.9% | -69.0K | 1.94K | 3.3% |
 SPGI | S&p Global Inc | 881.30M | 19.6% | 1.7M | 3.0% | 50.3K | 517.00 | 0.5% |
 MA | Mastercard Incorporated | 733.18M | 16.3% | 1.5M | — | — | 494.00 | 0.2% |
 MCO | Moodys Corp | 611.48M | 13.6% | 1.3M | 5.7% | 70.0K | 475.00 | 0.7% |
 INTU | Intuit | 276.27M | 6.1% | 444.9K | — | — | 621.00 | 0.2% |
 V | Visa Inc | 250.76M | 5.6% | 912.0K | — | — | 275.00 | 0.0% |
 ASML | Asml Holding N V | 104.68M | 2.3% | 125.6K | 99.7% | 62.7K | 833.00 | 0.0% |
 AZPN | Aspen Technology Inc | 70.57M | 1.6% | 295.5K | — | — | 239.00 | 0.5% |