Valley Forge Capital Management as of Sept. 30, 2023
Portfolio Holdings for Valley Forge Capital Management
Valley Forge Capital Management holds 8 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Fair Isaac Corporation (FICO) | 27.9 | $819M | 943k | 868.53 | |
S&p Global (SPGI) | 20.6 | $605M | 1.7M | 365.41 | |
Mastercard Incorporated Cl A (MA) | 20.1 | $590M | 1.5M | 395.91 | |
Moody's Corporation (MCO) | 13.1 | $385M | 1.2M | 316.17 | |
Intuit (INTU) | 7.8 | $227M | 445k | 510.94 | |
Visa Com Cl A (V) | 7.1 | $208M | 905k | 230.01 | |
Aspen Technology (AZPN) | 2.1 | $60M | 296k | 204.26 | |
Asml Holding N V N Y Registry Shs (ASML) | 1.3 | $37M | 63k | 588.66 |