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 | $65,051 |
See Full List: All Stocks Held By Valley Forge Capital Management LP
Including:
Biggest exits
Biggest increased positions
See Details: Top 10 Stocks Held By Valley Forge Capital Management LP
Size ($ 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 |