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Valley Forge Capital Management, LP 13F holdings, Q3 2024

Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →

Valley Forge Capital Management, LP disclosed 8 US equity positions worth $4.5bn in its Q3 2024 13F filing. The largest position was FICO at 34.9% of the reported book, followed by SPGI and MA.

· Q4 2024 →

What did Valley Forge Capital Management, LP own in Q3 2024? Top 8 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 FICO FAIR ISAAC CORP Technology 34.9%$1.6bn808,793 –
2 SPGI S&P GLOBAL INC Financial Services 19.6%$881.3m1,705,898 –
3 MA MASTERCARD INCORPORATED Financial Services 16.3%$733.2m1,484,772 –
4 MCO MOODYS CORP Financial Services 13.6%$611.5m1,288,444 –
5 INTU INTUIT Technology 6.1%$276.3m444,881 –
6 V VISA INC Financial Services 5.6%$250.8m912,017 –
7 ASML ASML HOLDING N V Technology 2.3%$104.7m125,627 –
8 AZPN1USD ASPEN TECHNOLOGY INC 1.6%$70.6m295,485 –

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.