Valley Forge Capital Management, LP
Valley Forge Capital Management, LP reported 7 holdings worth US$3.12B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Valley Forge Capital Management, LP reported 7 holdings worth US$3.12B as of Jun 30, 2026. Largest: Fair Isaac Corporation, S&p Global Inc. and Moody's Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 7
- Value as reported
- US$3.12B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Fair Isaac Corporation | 672K | US$803M | 25.8% |
| S&p Global Inc. | 1.52M | US$621M | 19.9% |
| Moody's Corporation | 1.32M | US$597M | 19.1% |
| Mastercard Incorporated | 1.07M | US$547M | 17.6% |
| Asml Holding Nv | 171K | US$340M | 10.9% |
| Visa Inc. | 463K | US$159M | 5.1% |
| Intuit Inc. | 189K | US$49.3M | 1.6% |