Valley Forge Capital Management, LP Portfolio Holdings by Sector
Valley Forge Capital Management, LP
- $3.87 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
FICO INTU AZPN 3 stocks |
$1.66 Million
42.86% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI MCO 2 stocks |
$1.25 Million
32.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V 2 stocks |
$894,399
23.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$64,332
1.66% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|