13F filing recap · Q1 2021
What did Valley Forge Capital Management buy in Q1 2021?
Reported stock-position changes between this filing and the previous one.
Stock value
$2.11B
Positions
10
Estimated turnover
64.7%
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$477.88Mreported value+665.5K shares+98.4%SPGIS&P Global Inc.$449.04Mreported value+627.0K shares+97.1%MCOMoody’s Corporation$344.97Mreported value+561.7K shares+94.6%FICOFair Isaac Corp$323.71Mreported value+319.7K shares+92.3%VVisa Inc.$214.97Mreported value+477.2K shares+88.7%ADBEAdobe Inc.$88.98Mreported value+106.7K shares+132.5%INTUIntuit Inc.$82.44Mreported value+99.5K shares+86.0%ADSKAutodesk, Inc.$70.26Mreported value+115.9K shares+84.2%AZPNAspen Technology Inc$55.88Mreported value+184.9K shares+91.4%AMZNAmazon.com Inc$5.70Mreported value+842 shares+84.2%