13F HOLDINGS REPORT
Valley Forge Capital Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001697868-25-000006
Total Value
$4.16B
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FAIR ISAAC CORP | FICO | 768,422 | $1.15B | 27.66% |
| 2 | S&P GLOBAL INC | SPGI | 1,755,098 | $854.2M | 20.55% |
| 3 | MASTERCARD INCORPORATED | MA | 1,484,772 | $844.6M | 20.32% |
| 4 | MOODYS CORP | MCO | 1,314,144 | $626.2M | 15.06% |
| 5 | VISA INC | V | 912,017 | $311.3M | 7.49% |
| 6 | INTUIT | INTU | 261,097 | $178.3M | 4.29% |
| 7 | ASML HOLDING N V | ASMLF | 125,627 | $121.6M | 2.93% |
| 8 | EQUIFAX INC | EFX | 144,000 | $36.9M | 0.89% |
| 9 | MSCI INC | MSCI | 59,700 | $33.9M | 0.81% |