StockDrifts LogoStockDrifts

Valley Forge Capital Management, Lp

Portfolio Manager
Valley Forge Capital Management, Lp
Performance
+6.65% (2025 Q4)
AUM (13F)
$4.41B
# of Holdings
9
Performance Rank
Allocation (Top 20)
100%

Valley Forge Capital Management, Lp Holdings Map

Top 9 Valley Forge Capital Management, Lp Holdings

Holdings Details

StockCompany Name% of PortfolioShares OwnedValue OwnedLatest ActivityAvg. Buy PriceDate
FICOFAIR ISAAC CORP29.49%769.42K$1.30B+0.13% (+1.00K)$422.812025-12-31
SPGIS&P GLOBAL INC20.83%1.76M$918.81M+0.18% (+3.08K)$339.502025-12-31
MAMASTERCARD INCORPORATED19.25%1.49M$849.13M+0.18% (+2.64K)$331.712025-12-31
MCOMOODYS CORP15.25%1.32M$672.94M+0.24% (+3.15K)$283.412025-12-31
VVISA INC7.29%916.41K$321.39M+0.48% (+4.39K)$197.492025-12-31
INTUINTUIT3.32%221.24K$146.55M-15.27% (-39.86K)$370.292025-12-31
ASMLASML HOLDING N V3.06%126.24K$135.06M+0.49% (+615)$815.192025-12-31
MSCIMSCI INC0.79%60.77K$34.87M+1.79% (+1.07K)$591.102025-12-31
EFXEQUIFAX INC0.72%146.35K$31.76M+1.63% (+2.35K)$273.752025-12-31

Unlock ownership history, alerts & watchlists

Sign up free to track Valley Forge Capital Management, Lp, see quarterly performance history, and get alerts when positions change.