13F filing recap · Q4 2018
What did Valley Forge Capital Management buy in Q4 2018?
Reported stock-position changes between this filing and the previous one.
Stock value
$264.33M
Positions
10
Estimated turnover
9.4%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Increased positions
SPGIS&P Global Inc.$69.23Mreported value+37.9K shares+10.2%MCOMoody’s Corporation$53.90Mreported value+15.5K shares+4.2%INTUIntuit Inc.$15.87Mreported value+22.1K shares+37.8%ADSKAutodesk, Inc.$13.90Mreported value+31.9K shares+41.8%VVisa Inc.$12.14Mreported value+10.0K shares+12.2%MAMastercard Inc$6.74Mreported value+1.0K shares+2.9%