Valley Forge Capital Management, Lp (Dev Kantesaria)
Basic Stats
Market Value
3.52B
Top 10 (%)
100.00%
Portfolio Size
8 (0)
Avg. Holding Period
22 years
Turnover
0.00%
Industry Breakdown
Services-business Services, Nec
54.64%
Services-consumer Credit Reporting, Collection Agencies
34.25%
Services-prepackaged Software
7.90%
Services-computer Programming Services
1.85%
Special Industry Machinery, Nec
1.35%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Fair Isaac Corp | FICO | 1.05B | 29.89% | 903.59K | -4.18% | -39.46K | $1,164.01 | 3.65% |
 S&p Global Inc | SPGI | 729.31M | 20.73% | 1.66M | — | — | $440.52 | 0.52% |
 Mastercard Incorporated | MA | 633.27M | 18.00% | 1.48M | -0.29% | -4.33K | $426.51 | 0.16% |
 Moodys Corp | MCO | 475.86M | 13.53% | 1.22M | — | — | $390.56 | 0.67% |
 Intuit | INTU | 278.06M | 7.90% | 444.88K | — | — | $625.03 | 0.16% |
 Visa Inc | V | 237.44M | 6.75% | 912.02K | 0.78% | 7.04K | $260.35 | 0.06% |
 Aspen Technology Inc | AZPN | 65.05M | 1.85% | 295.49K | — | — | $220.15 | 0.46% |
 Asml Holding N V | ASML | 47.61M | 1.35% | 62.90K | — | — | $756.92 | 0.02% |
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