What Valley Forge Capital Bought in Q1 2025
Valley Forge Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$4.39B
Total Value
9
Holdings
0
New Buys
0
Reduced
In Q1 2025, Valley Forge Capital reported 9 long equity positions worth $4.39B in their Valley Forge Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | FICO | FAIR ISAAC CORP | 768422 | $1.42B | 32.29% | — |
| 2 | SPGI | S&P GLOBAL INC | 1755098 | $891.8M | 20.32% | — |
| 3 | MA | MASTERCARD INCORPORATED | 1484772 | $813.8M | 18.54% | — |
| 4 | MCO | MOODYS CORP | 1314144 | $612.0M | 13.94% | — |
| 5 | V | VISA INC | 912017 | $319.6M | 7.28% | — |
| 6 | INTU | INTUIT | 297360 | $182.6M | 4.16% | — |
| 7 | ASML | ASML HOLDING N V | 125627 | $83.2M | 1.90% | — |
| 8 | EFX | EQUIFAX INC | 144000 | $35.1M | 0.80% | — |
| 9 | MSCI | MSCI INC | 59700 | $33.8M | 0.77% | — |