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Valley Forge Capital Management (Valley Forge) - FilingSpy

Valley Forge

Valley Forge Capital Management

Valley Forge

$2.11B

Overview Activity Holdings

AUM

$2.11B

Positions

10

Top Position

MA 21.2%

Top 10

100%

Activity Summary

Notable Trades

Biggest Increase

INTU

Intuit Inc

+2.0K shares

Portfolio Composition

MA21.2%

FICO18.8%

SPGI18.8%

MCO13.4%

AMZN8.8%

V8.2%

3.6%

ADBE3.2%

ADSK2.0%

AZPN2.0%