Valley Forge Capital Management, Lp (Dev Kantesaria)
Basic Stats
Market Value
3.67B
Top 10 (%)
100.00%
Portfolio Size
8 (0)
Avg. Holding Period
23 years
Turnover
0.00%
Industry Breakdown
Services-business Services, Nec
56.46%
Services-consumer Credit Reporting, Collection Agencies
32.27%
Services-prepackaged Software
7.89%
Services-computer Programming Services
1.72%
Special Industry Machinery, Nec
1.66%
Company | Ticker | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Fair Isaac Corp | FICO | 1.10B | 30.02% | 880.75K | -2.53% | -22.84K | $1,254.37 | 3.55% |
 Mastercard Incorporated | MA | 715.02M | 19.50% | 1.48M | — | — | $478.40 | 0.16% |
 S&p Global Inc | SPGI | 704.36M | 19.21% | 1.66M | — | — | $427.09 | 0.53% |
 Moodys Corp | MCO | 478.87M | 13.06% | 1.22M | — | — | $393.89 | 0.67% |
 Intuit | INTU | 289.17M | 7.89% | 444.88K | — | — | $639.84 | 0.16% |
 Visa Inc | V | 254.53M | 6.94% | 912.02K | — | — | $278.28 | 0.05% |
 Aspen Technology Inc | AZPN | 63.02M | 1.72% | 295.49K | — | — | $215.19 | 0.46% |
 Asml Holding N V | ASML | 61.05M | 1.66% | 62.90K | — | — | $992.95 | 0.02% |
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