Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Valley Forge Capital Management, LP (CIK 1697868) reported $3.38B across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FICO ($821.3M, 24.33%), SPGI ($747.8M, 22.15%), MA ($743.2M, 22.02%), MCO ($574.6M, 17.02%), ASML ($226.0M, 6.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FICO | FAIR ISAAC CORP | $821.3M | 24.33% | 769,342 | Trimmed |
| 2 | SPGI | S&P GLOBAL INC | $747.8M | 22.15% | 1.8M | Trimmed |
| 3 | MA | MASTERCARD INCORPORATED | $743.2M | 22.02% | 1.5M | Added |
| 4 | MCO | MOODYS CORP | $574.6M | 17.02% | 1.3M | Trimmed |
| 5 | ASML | ASML HOLDING N V | $226.0M | 6.69% | 171,083 | Added |
| 6 | V | VISA INC | $181.0M | 5.36% | 598,753 | Trimmed |
| 7 | INTU | INTUIT | $81.8M | 2.42% | 189,072 | Trimmed |
| 8 | EFX | EQUIFAX INC | $0 | 0.00% | 0 | Exited |
| 9 | MSCI | MSCI INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31