Valley Forge Capital Management as of June 30, 2023
Portfolio Holdings for Valley Forge Capital Management
Valley Forge Capital Management holds 8 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Fair Isaac Corporation (FICO) | 25.9 | $763M | 943k | 809.21 | |
S&p Global (SPGI) | 22.5 | $664M | 1.7M | 400.89 | |
Mastercard Incorporated Cl A (MA) | 19.9 | $586M | 1.5M | 393.30 | |
Moody's Corporation (MCO) | 14.4 | $424M | 1.2M | 347.72 | |
Visa Com Cl A (V) | 7.3 | $215M | 905k | 237.48 | |
Intuit (INTU) | 6.9 | $204M | 445k | 458.19 | |
Aspen Technology (AZPN) | 1.7 | $50M | 296k | 167.61 | |
Asml Holding N V N Y Registry Shs (ASML) | 1.5 | $46M | 63k | 724.75 |