Valley Forge Capital Management, LP
Top Portfolio Positions
7 positions ·
$3,375,637,684 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| FICO |
Fair Isaac Corp
Technology
|
769,342 | $821,303,358 | 24.33% |
| SPGI |
S&P Global Inc.
Financial Services
|
1,758,074 | $747,779,195 | 22.15% |
| MA |
Mastercard Inc
Financial Services
|
1,487,496 | $743,242,251 | 22.02% |
| MCO |
Moodys Corp /De/
Financial Services
|
1,317,188 | $574,623,265 | 17.02% |
| ASML |
Asml Holding Nv
Technology
|
171,083 | $225,971,558 | 6.69% |
| V |
Visa Inc.
Financial Services
|
598,753 | $180,967,106 | 5.36% |
| INTU |
Intuit Inc.
Technology
|
189,072 | $81,750,951 | 2.42% |
Holdings in SPGI
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $747,779,195 | 1,758,074 | Shares | Sole | 2026-05-15 | |
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