Valley Forge Capital Management, LP Portfolio Holdings by Sector
Valley Forge Capital Management, LP
- $4.39 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
FICO INTU 2 stocks |
$1.6 Million
36.45% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI MCO MSCI 3 stocks |
$1.54 Million
35.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V 2 stocks |
$1.13 Million
25.83% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$83,244
1.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
EFX 1 stocks |
$35,072
0.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|