Valley Forge Capital

Valley Forge Capital Management · SEC CIK 1697868

A few dominant, capital-light businesses.

Q1 2026

Latest 13F

$3.38B

Filed US book

Positions

Largest holdings, as filed

Top 7 of 7 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.

Company	Ticker	Value	Weight
FAIR ISAAC CORP	FICO	$821.30M	24.3%
S&P GLOBAL INC	SPGI	$747.78M	22.1%
MASTERCARD INCORPORATED	MA	$743.24M	22.0%
MOODYS CORP	MCO	$574.62M	17.0%
ASML HOLDING N V		$225.97M	6.7%
VISA INC	V	$180.97M	5.4%
INTUIT	INTU	$81.75M	2.4%

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Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.