Valley Forge Capital Management, LP — 13F holdings

Valley Forge Capital Management, LP reported 7 holdings worth $3.12B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. FICO FAIR ISAAC CORP — $803M (25.8%)
2. SPGI S&P GLOBAL INC — $621M (19.9%)
3. MCO MOODYS CORP — $597M (19.1%)
4. MA MASTERCARD INCORPORATED — $547M (17.6%)
5. ASML ASML HOLDING N V — $340M (10.9%)
6. V Visa Inc — $159M (5.1%)
7. INTU INTUIT — $49.3M (1.6%)