Home/Smart Money/Valley Forge Capital Management, LP
§ 13F · FUND PROFILE

Valley Forge Capital Management, LP.

AUM · $3.1B (13F)Positions · 7Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026
#TickerNameShares$ value% portΔ Q2
1FICOFAIR ISAAC CORP672K$803M
2SPGIS&P GLOBAL INC1.52M$621M
3MCOMOODYS CORP1.32M$597M
4MAMASTERCARD INCORPORATED1.07M$547M
5ASMLASML HLDG NV171K$340M
6VVISA INC463K$159M
7INTUINTUIT189K$49M
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE VALLEY SIGNAL

AC read

Valley Forge Capital Management, LP is a Other fund managing $3.1 billion in assets. The fund runs a focused portfolio of just 7 positions.

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