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VALLEY FORGE CAPITAL MANAGEMENT LP

Portfolio Manager
Valley Forge Capital Management LP
Performance
-20.99% (2026 Q1)
AUM (13F)
$3.38B
# of Holdings
7
Performance Rank
Allocation (Top 20)
99.99%

VALLEY FORGE CAPITAL MANAGEMENT LP Holdings Map

Top 7 VALLEY FORGE CAPITAL MANAGEMENT LP Holdings

Holdings Details

StockCompany Name% of PortfolioShares OwnedValue OwnedLatest ActivityAvg. Buy PriceDate
FICOFAIR ISAAC CORP24.33%769.34K$821.30M-0.01% (-82)$368.032026-03-31
SPGIS&P GLOBAL INC22.15%1.76M$747.78M-0.01% (-105)$316.322026-03-31
MAMASTERCARD INCORPORATED22.02%1.49M$743.24M+0.01% (+87)$328.022026-03-31
MCOMOODYS CORP17.02%1.32M$574.62M-0.01% (-104)$249.322026-03-31
ASMLASML HOLDING N V6.69%171.08K$225.97M+35.52% (+44.84K)$914.832026-03-31
VVISA INC5.36%598.75K$180.97M-34.66% (-317.66K)$143.002026-03-31
INTUINTUIT2.42%189.07K$81.75M-14.54% (-32.16K)$352.262026-03-31

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