Valley Forge Capital Management as of March 31, 2023
Portfolio Holdings for Valley Forge Capital Management
Valley Forge Capital Management holds 9 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Fair Isaac Corporation (FICO) | 25.1 | $663M | 943k | 702.69 | |
Mastercard Incorporated Cl A (MA) | 20.5 | $541M | 1.5M | 363.41 | |
S&p Global (SPGI) | 18.2 | $480M | 1.4M | 344.77 | |
Moody's Corporation (MCO) | 14.1 | $373M | 1.2M | 306.02 | |
Visa Com Cl A (V) | 7.7 | $204M | 905k | 225.46 | |
Intuit (INTU) | 7.5 | $198M | 445k | 445.83 | |
Adobe Systems Incorporated (ADBE) | 3.6 | $95M | 246k | 385.37 | |
Autodesk (ADSK) | 1.8 | $47M | 224k | 208.16 | |
Aspen Technology (AZPN) | 1.5 | $40M | 176k | 228.87 |