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Size ($ in 1000's)
At 12/31/2023: $3,518,396 At 09/30/2023: $2,931,644
Valley Forge Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Valley Forge Capital Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Valley Forge Capital Management LP top holdings by largest position size, as per the latest 13f filing made by Valley Forge Capital Management LP.
In the Valley Forge Capital Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Valley Forge Capital Management LP in that top holding, then the share count change between reporting periods, and finally the Valley Forge Capital Management LP top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
FAIR ISAAC CORP |
903,587 |
-39,461 |
$1,051,784 | FICO | 903,587 | -39,461 | $1,051,784 | S&P GLOBAL INC |
1,655,561 |
UNCH |
$729,308 | SPGI | 1,655,561 | UNCH | $729,308 | MASTERCARD INCORPORATED |
1,484,772 |
-4,330 |
$633,270 | MA | 1,484,772 | -4,330 | $633,270 | MOODYS CORP |
1,218,410 |
UNCH |
$475,862 | MCO | 1,218,410 | UNCH | $475,862 | INTUIT |
444,881 |
UNCH |
$278,064 | INTU | 444,881 | UNCH | $278,064 | VISA INC |
912,017 |
+7,040 |
$237,444 | V | 912,017 | +7,040 | $237,444 | ASPEN TECHNOLOGY INC |
295,485 |
UNCH |
$65,051 | AZPN | 295,485 | UNCH | $65,051 |
See Full List: All Stocks Held By Valley Forge Capital Management LP
Including: Biggest exits Biggest increased positions
See Details: Top 10 Stocks Held By Valley Forge Capital Management LP
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