Valley Forge Capital Management, LP: 13F holdings
CIK 16978682026Q2
| Positions | 7 |
|---|---|
| Reported value | $3.1bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| FICO FAIR ISAAC CORP | 672,186 | $803.1m | 25.8% |
| SPGI S&P GLOBAL INC | 1,524,036 | $620.7m | 19.9% |
| MCO MOODYS CORP | 1,317,188 | $596.6m | 19.1% |
| MA MASTERCARD INCORPORATED | 1,065,934 | $547.5m | 17.6% |
| ASML HLDG NV | 171,083 | $340.4m | 10.9% |
| V VISA INC | 462,978 | $158.8m | 5.1% |
| INTU INTUIT | 189,072 | $49.3m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1697868")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.