13F filing recap · Q4 2020
What did Valley Forge Capital Management buy in Q4 2020?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.08B
Positions
10
Estimated turnover
11.1%
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
MAMastercard Inc$241.51Mreported value+232.0K shares+52.2%SPGIS&P Global Inc.$212.21Mreported value+11.5K shares+1.8%FICOFair Isaac Corp$176.96Mreported value+6.0K shares+1.8%MCOMoody’s Corporation$172.27Mreported value+5.0K shares+0.8%VVisa Inc.$117.70Mreported value+55.2K shares+11.4%ADBEAdobe Inc.$40.26Mreported value+9.0K shares+12.6%AZPNAspen Technology Inc$26.34Mreported value+21.0K shares+11.6%