Valley Forge Capital Management, Lp (Dev Kantesaria)
Basic Stats
Market Value
4.16B
Top 10 (%)
100.0%
Portfolio Size (Change from Prev.)
9 (0)
Avg. Holding Period
25 years
Turnover
—
Industry Breakdown
Services-business Services, Nec
56.3%
Services-consumer Credit Reporting, Collection Agencies
36.5%
Services-prepackaged Software
4.3%
Special Industry Machinery, Nec
2.9%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 FICO | Fair Isaac Corp | 1.15B | 27.7% | 768.4K | — | — | 1.50K | 3.2% |
 SPGI | S&p Global Inc | 854.22M | 20.5% | 1.8M | — | — | 487.00 | 0.6% |
 MA | Mastercard Incorporated | 844.55M | 20.3% | 1.5M | — | — | 569.00 | 0.2% |
 MCO | Moodys Corp | 626.16M | 15.1% | 1.3M | — | — | 476.00 | 0.7% |
 V | Visa Inc | 311.34M | 7.5% | 912.0K | — | — | 341.00 | 0.0% |
 INTU | Intuit | 178.31M | 4.3% | 261.1K | -0.8% | -2.2K | 683.00 | 0.1% |
 ASML | Asml Holding N V | 121.62M | 2.9% | 125.6K | — | — | 968.00 | 0.0% |
 EFX | Equifax Inc | 36.94M | 0.9% | 144.0K | — | — | 257.00 | 0.1% |
 MSCI | Msci Inc | 33.87M | 0.8% | 59.7K | — | — | 567.00 | 0.1% |