account_balance
Investment manager · 13F filer · SEC CIK 1697868
Valley Forge Capital Management, LP
Reported value$3.12Bas of Jun 30, 2026
Positions7 0 new, 0 sold out
Top 10 weight100%FICO alone is 26%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FICO
Fair Isaac Corp
25.8%Trimmed
SPGI
S&p Global INC
19.9%Trimmed
MCO
Moodys Corp
19.1%
MA
Mastercard Incorporated
17.6%Trimmed
ASML
Asml Hldg NV
10.9%
V
Visa INC
5.1%Trimmed
INTU
Intuit
1.6%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed