Valley Forge Capital Management, LP 13F Holdings

CIK 0001697868

As of Sep 30, 2025, Valley Forge Capital Management, LP reported 9 positions worth $4.2B in its SEC Form 13F filing.

Top 9 holdings

SecurityTickerSectorSharesValue% of portfolio
FAIR ISAAC CORPFICOTechnology768,422 .1B27.66%
S&P GLOBAL INCSPGIFinancial Services1,755,098$854.2M20.55%
MASTERCARD INCMAFinancial Services1,484,772$844.6M20.32%
MOODYS CORPMCOFinancial Services1,314,144$626.2M15.06%
VISA INC-CLASS A SHARESVFinancial Services912,017$311.3M7.49%
INTUIT INCINTUTechnology261,097 78.3M4.29%
ASML HOLDING NVASMLTechnology125,627 21.6M2.93%
EQUIFAX INCEFXIndustrials144,000$36.9M0.89%
MSCI INCMSCIFinancial Services59,700$33.9M0.81%