Institutions / Valley Forge Capital Management, LP
Valley Forge Capital Management, LP
CIK 1697868 · Institution · as of Dec 31, 2025
Portfolio value
$4.41B
Positions
9
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Fair Isaac Corp | $1.30B | 29.5% |
| S&P Global Inc. | $918.81M | 20.8% |
| Mastercard Inc | $849.13M | 19.2% |
| Moody's Corp | $672.94M | 15.3% |
| Visa Inc | $321.39M | 7.3% |
| Intuit Inc. | $146.55M | 3.3% |
| Asml Holding N V | $135.06M | 3.1% |
| MSCI Inc. | $34.87M | 0.8% |
| Equifax Inc | $31.76M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.