Valley Forge Capital Management, LP

Est. AUM

$3.38B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FAIR ISAAC CORP	COM	$821.3M	769342	24.33%	SOLE
2	S&P GLOBAL INC	COM	$747.8M	1758074	22.15%	SOLE
3	MASTERCARD INCORPORATED	CL A	$743.2M	1487496	22.02%	SOLE
4	MOODYS CORP	COM	$574.6M	1317188	17.02%	SOLE
5	ASML HOLDING N V	N Y REGISTRY SHS	$226.0M	171083	6.69%	SOLE
6	VISA INC	COM CL A	$181.0M	598753	5.36%	SOLE
7	INTUIT	COM	$81.8M	189072	2.42%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.