Valley Forge Capital Management as of Dec. 31, 2022
Portfolio Holdings for Valley Forge Capital Management
Valley Forge Capital Management holds 10 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Fair Isaac Corporation (FICO) | 23.4 | $577M | 963k | 598.58 | |
Mastercard Incorporated Cl A (MA) | 22.0 | $541M | 1.6M | 347.73 | |
S&p Global (SPGI) | 18.9 | $467M | 1.4M | 334.94 | |
Moody's Corporation (MCO) | 13.8 | $340M | 1.2M | 278.62 | |
Visa Com Cl A (V) | 8.5 | $209M | 1.0M | 207.76 | |
Amazon (AMZN) | 3.8 | $93M | 1.1M | 84.00 | |
Adobe Systems Incorporated (ADBE) | 3.4 | $83M | 246k | 336.53 | |
Intuit (INTU) | 3.1 | $77M | 198k | 389.22 | |
Autodesk (ADSK) | 1.7 | $42M | 224k | 186.87 | |
Aspen Technology (AZPN) | 1.5 | $36M | 176k | 205.40 |