13F filing recap · Q1 2025

What did Valley Forge Capital Management buy in Q1 2025?

Reported stock-position changes between this filing and the previous one.

Stock value

$4.39B

Positions

Estimated turnover

2.1%

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.

Quarter in review

Valley Forge Capital Management trimmed Fair Isaac Corp slightly and reduced its Intuit Inc. position.

Reduced positions

FICOFair Isaac Corp$1.42Breported value-15.7K shares-2.0%INTUIntuit Inc.$182.58Mreported value-104.9K shares-26.1%