Manager activity
Valley Forge Capital Management, LP
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
Add · 2
Reduce · 5
Exit · 2
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Reduce | FAIR ISAAC CORP | -82 | 0.0% | -5.16 pp | 5/15/2026 |
| Reduce | S&P GLOBAL INC | -105 | 0.0% | +1.32 pp | 5/15/2026 |
| Reduce | VISA INC | -317,657 | -34.7% | -1.92 pp | 5/15/2026 |
| Add | MASTERCARD INCORPORATED | +87 | 0.0% | +2.77 pp | 5/15/2026 |
| Reduce | MOODYS CORP | -104 | 0.0% | +1.77 pp | 5/15/2026 |
| Add | ASML HOLDING N V | +44,841 | +35.5% | +3.63 pp | 5/15/2026 |
| Reduce | INTUIT | -32,164 | -14.5% | -0.90 pp | 5/15/2026 |
| Exit | MSCI INC | -60,770 | Exit | -0.79 pp | 5/15/2026 |
| Exit | EQUIFAX INC | -146,352 | Exit | -0.72 pp | 5/15/2026 |