13F HOLDINGS REPORT
Valley Forge Capital Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001697868-25-000001
Total Value
$4.54B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FAIR ISAAC CORP | FICO | 784,122 | $1.56B | 34.39% |
| 2 | S&P GLOBAL INC | SPGI | 1,755,098 | $874.1M | 19.25% |
| 3 | MASTERCARD INCORPORATED | MA | 1,484,772 | $781.8M | 17.22% |
| 4 | MOODYS CORP | MCO | 1,314,144 | $622.1M | 13.70% |
| 5 | VISA INC | V | 912,017 | $288.2M | 6.35% |
| 6 | INTUIT | INTU | 402,281 | $252.8M | 5.57% |
| 7 | ASML HOLDING N V | ASMLF | 125,627 | $87.1M | 1.92% |
| 8 | EQUIFAX INC | EFX | 144,000 | $36.7M | 0.81% |
| 9 | MSCI INC | MSCI | 59,700 | $35.8M | 0.79% |