VALLEY FORGE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SPGI | 1.76M | $747.78M |
 | MA | 1.49M | $743.24M |
 | MCO | 1.32M | $574.62M |
 | FICO | 769K | $821.30M |
 | V | 599K | $180.97M |
 | INTU | 189K | $81.75M |
 | ASML | 171K | $225.97M |
S&P Global Inc.
SPGI
Shares Held
1.76M
Value
$747.78M
Mastercard Incorporated
MA
Shares Held
1.49M
Value
$743.24M
Moody's Corporation
MCO
Shares Held
1.32M
Value
$574.62M
Fair Isaac Corporation
FICO
Shares Held
769K
Value
$821.30M
Visa Inc.
V
Shares Held
599K
Value
$180.97M
Intuit Inc.
INTU
Shares Held
189K
Value
$81.75M
ASML Holding N.V.
ASML
Shares Held
171K
Value
$225.97M