13F filing recap · Q2 2025

What did Valley Forge Capital Management buy in Q2 2025?

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

Stock value

$4.53B

Positions

Estimated turnover

0.6%

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 its Intuit Inc. position during the quarter.

Reduced positions

INTUIntuit Inc.$207.39Mreported value-34.0K shares-11.5%