Manager
Valley Forge Capital Management, LP
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Reduce | FAIR ISAAC CORP | -82 | -5.16 pp |
| Reduce | S&P GLOBAL INC | -105 | +1.32 pp |
| Reduce | VISA INC | -317,657 | -1.92 pp |
| Add | MASTERCARD INCORPORATED | +87 | +2.77 pp |
| Reduce | MOODYS CORP | -104 | +1.77 pp |
| Add | ASML HOLDING N V | +44,841 | +3.63 pp |
| Reduce | INTUIT | -32,164 | -0.90 pp |
| Exit | MSCI INC | -60,770 | -0.79 pp |
| Exit | EQUIFAX INC | -146,352 | -0.72 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000169786826000003 | Q1 2026 | 7 | 3,375,637,687 | 13F-HR | 5/15/2026 | Valley Forge Capital Management, LP |
| 000169786826000001 | Q4 2025 | 9 | 4,411,308,632 | 13F-HR | 2/17/2026 | Valley Forge Capital Management, LP |
| 000169786825000006 | Q3 2025 | 9 | 4,156,989,872 | 13F-HR | 11/14/2025 | Valley Forge Capital Management, LP |
| 000169786825000005 | Q2 2025 | 9 | 4,527,265,517 | 13F-HR | 8/14/2025 | Valley Forge Capital Management, LP |
| 000169786825000004 | Q1 2025 | 9 | 4,388,954,111 | 13F-HR | 5/15/2025 | Valley Forge Capital Management, LP |
| 000169786825000001 | Q4 2024 | 9 | 4,539,792,227 | 13F-HR | 2/14/2025 | Valley Forge Capital Management, LP |
| 000169786824000008 | Q3 2024 | 8 | 4,500,146,048 | 13F-HR | 11/14/2024 | Valley Forge Capital Management, LP |