13F filing recap · Q3 2021
What did Valley Forge Capital Management buy in Q3 2021?
Reported stock-position changes between this filing and the previous one.
Stock value
$2.52B
Positions
9
Estimated turnover
1.7%
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
SPGIS&P Global Inc.$542.39Mreported value+4.0K shares+0.3%MAMastercard Inc$480.19Mreported value+28.3K shares+2.1%MCOMoody’s Corporation$410.60Mreported value+1.0K shares+0.1%FICOFair Isaac Corp$288.38Mreported value+53.2K shares+7.9%AMZNAmazon.com Inc$265.81Mreported value+2.2K shares+2.8%ADBEAdobe Inc.$115.19Mreported value+5.9K shares+3.0%