13F HOLDINGS REPORT
Valley Forge Capital Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001697868-25-000004
Total Value
$4.39B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FAIR ISAAC CORP | FICO | 768,422 | $1.42B | 32.29% |
| 2 | S&P GLOBAL INC | SPGI | 1,755,098 | $891.8M | 20.32% |
| 3 | MASTERCARD INCORPORATED | MA | 1,484,772 | $813.8M | 18.54% |
| 4 | MOODYS CORP | MCO | 1,314,144 | $612.0M | 13.94% |
| 5 | VISA INC | V | 912,017 | $319.6M | 7.28% |
| 6 | INTUIT | INTU | 297,360 | $182.6M | 4.16% |
| 7 | ASML HOLDING N V | ASMLF | 125,627 | $83.2M | 1.90% |
| 8 | EQUIFAX INC | EFX | 144,000 | $35.1M | 0.80% |
| 9 | MSCI INC | MSCI | 59,700 | $33.8M | 0.77% |