Holdings
Valley Forge Capital Management, LP
As of Jun 30, 2026, Valley Forge Capital Management, LP reported 7 positions worth US$3.12B. Largest: Fair Isaac Corporation, S&p Global Inc. and Moody's Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Fair Isaac Corporation | 672K | US$803M | −97,156 | Jun 30, 2026 |
| S&p Global Inc. | 1.52M | US$621M | −234K | Jun 30, 2026 |
| Moody's Corporation | 1.32M | US$597M | no change | Jun 30, 2026 |
| Mastercard Incorporated | 1.07M | US$547M | −422K | Jun 30, 2026 |
| Asml Holding Nv | 171K | US$340M | no change | Jun 30, 2026 |
| Visa Inc. | 463K | US$159M | −136K | Jun 30, 2026 |
| Intuit Inc. | 189K | US$49.3M | no change | Jun 30, 2026 |