What Valley Forge Capital Bought in Q2 2025
Valley Forge Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$4.53B
Total Value
9
Holdings
0
New Buys
1
Reduced
In Q2 2025, Valley Forge Capital reported 9 long equity positions worth $4.53B in their Valley Forge Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | FICO | FAIR ISAAC CORP | 768422 | $1.40B | 31.03% | — |
| 2 | SPGI | S&P GLOBAL INC | 1755098 | $925.4M | 20.44% | — |
| 3 | MA | MASTERCARD INCORPORATED | 1484772 | $834.4M | 18.43% | — |
| 4 | MCO | MOODYS CORP | 1314144 | $659.2M | 14.56% | — |
| 5 | V | VISA INC | 912017 | $323.8M | 7.15% | — |
| 6 | INTU | INTUIT | 263312 | $207.4M | 4.58% | -11.5% |
| 7 | ASML | ASML HOLDING N V | 125627 | $100.7M | 2.22% | — |
| 8 | EFX | EQUIFAX INC | 144000 | $37.3M | 0.82% | — |
| 9 | MSCI | MSCI INC | 59700 | $34.4M | 0.76% | — |