Valley Forge Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| MCOMoody's Corporation | 27.39% | 351,415 | $52M | held | — | 5 q |
| SPGIS&P Global Inc. | 26.13% | 292,209 | $50M | held | — | 5 q |
| MNSTMonster Beverage Corporation | 17.75% | 531,249 | $34M | held | — | 5 q |
| EFXEquifax, Incorporated | 15.03% | 241,503 | $28M | added×2.6 | +8.71 pp | 2 q |
| VVISA Inc. | 4.94% | 82,000 | $9M | held | — | 5 q |
| INTUIntuit Inc | 4.87% | 58,500 | $9M | held | — | 5 q |
| MAMastercard Incorporated | 2.78% | 34,750 | $5M | held | — | 5 q |
| AZPNAspen Technology Inc | 1.11% | 31,713 | $2M | held | — | 5 q |
