Valley Forge Capital Management LP

CIK: 1697868

Latest Filing

Filed: February 17, 2026

Portfolio Value

$4.41B

Total Holdings

Report Period

Dec 2025

FICO

29.5%

SPGI

20.8%

19.2%

MCO

15.3%

7.3%

INTU

3.3%

ASML

3.1%

MSCI

0.8%

EFX

0.7%

Showing top 9 of 9 total holdings

Holdings (9)

Latest 13F positions


FI FICO 📈 History FAIR ISAAC CORP	769.4K	$1.30B	29.5%	-
SP SPGI 📈 History S&P GLOBAL INC	1.76M	$918.81M	20.8%	-
MA MA 📈 History MASTERCARD INCORPORATED	1.49M	$849.13M	19.2%	-
MC MCO 📈 History MOODYS CORP	1.32M	$672.94M	15.3%	-
V V 📈 History VISA INC	916.4K	$321.39M	7.3%	-
IN INTU 📈 History INTUIT	221.2K	$146.55M	3.3%	-15%
AS ASML 📈 History ASML HOLDING N V	126.2K	$135.06M	3.1%	-
MS MSCI 📈 History MSCI INC	60.8K	$34.87M	0.8%	+2%
EF EFX 📈 History EQUIFAX INC	146.4K	$31.75M	0.7%	+2%