Valley Forge Capital Management, LP

Q2 2025 13F Holdings

  • Location
    miami, FL
  • Num holdings

    9

  • Value ($000)

    $4,527,266

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001697868
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FICO
FICO

FAIR ISAAC CORP

COM
303250104
$1.40B
31 %

768,422

SPGI
SPGI

S&P GLOBAL INC

COM
78409V104
$925.45M
20 %

1,755,098

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$834.35M
18 %

1,484,772

MCO
MCO

MOODYS CORP

COM
615369105
$659.16M
15 %

1,314,144

V
V

VISA INC

COM CL A
92826C839
$323.81M
7 %

912,017

INTU
INTU

INTUIT

COM
461202103
$207.39M
5 %

263,312

---

ASML HOLDING N V

N Y REGISTRY SHS
N07059210
$100.68M
2 %

125,627

EFX
EFX

EQUIFAX INC

COM
294429105
$37.35M
1 %

144,000

MSCI
MSCI

MSCI INC

COM
55354G100
$34.43M
1 %

59,700

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