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Valley Forge Capital Management, LP

Q4 2025 13F Holdings

  • Location
    miami, FL
  • Num holdings

    9

  • Value ($000)

    $4,411,309

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001697868
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FICO

FAIR ISAAC CORP

COM
303250104
$1.3B
30 %

769,424

S
SPGI

S&P GLOBAL INC

COM
78409V104
$918.81M
21 %

1,758,179

M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$849.13M
19 %

1,487,409

M
MCO

MOODYS CORP

COM
615369105
$672.94M
15 %

1,317,292

V
V

VISA INC

COM CL A
92826C839
$321.39M
7 %

916,410

I
INTU

INTUIT

COM
461202103
$146.55M
3 %

221,236

---

ASML HOLDING N V

N Y REGISTRY SHS
N07059210
$135.06M
3 %

126,242

M
MSCI

MSCI INC

COM
55354G100
$34.87M
1 %

60,770

E
EFX

EQUIFAX INC

COM
294429105
$31.76M
1 %

146,352

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