VALLEY FORGE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SPGI | 1.76M | $918.81M |
 | MA | 1.49M | $849.13M |
 | MCO | 1.32M | $672.94M |
 | V | 916K | $321.39M |
 | FICO | 769K | $1.30B |
 | INTU | 221K | $146.55M |
 | EFX | 146K | $31.76M |
 | ASML | 126K | $135.06M |
 | MSCI | 61K | $34.87M |
S&P Global Inc.
SPGI
Shares Held
1.76M
Value
$918.81M
Mastercard Incorporated
MA
Shares Held
1.49M
Value
$849.13M
Moody's Corporation
MCO
Shares Held
1.32M
Value
$672.94M
Visa Inc.
V
Shares Held
916K
Value
$321.39M
Fair Isaac Corporation
FICO
Shares Held
769K
Value
$1.30B
Intuit Inc.
INTU
Shares Held
221K
Value
$146.55M
Equifax Inc.
EFX
Shares Held
146K
Value
$31.76M
ASML Holding N.V.
ASML
Shares Held
126K
Value
$135.06M
MSCI Inc.
MSCI
Shares Held
61K
Value
$34.87M