The Capital That Moves Markets
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Valley Forge Capital Management
Dev Kantesaria · CIK 0001697868 · filed 2026-08-14
Equity positions
NameWeightValueChange
| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
 FAIR ISAAC CORP · FICO | Equity | 672,186 | $803.11M | 25.77%+1.44% | Trim-12.63% | Information Technology |
 S&P GLOBAL INC · SPGI | Equity | 1,524,036 | $620.68M | 19.92%-2.24% | Trim-13.31% | Financials |
 MOODYS CORP · MCO | Equity | 1,317,188 | $596.58M | 19.14% | — | Financials |
 MASTERCARD INCORPORATED · MA | Equity | 1,065,934 | $547.46M | 17.57%-4.45% | Trim-28.34% | Financials |
 ASML HLDG NV · ASML | Equity | 171,083 | $340.36M | 10.92% | — | Information Technology |
 VISA INC · V | Equity | 462,978 | $158.84M | 5.10%-0.26% | Trim-22.68% | Financials |
 INTUIT · INTU | Equity | 189,072 | $49.35M | 1.58% | — | Information Technology |