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CIK: 0001697868
Total reported value
$3.1B
$3.1B
9 檔
130.4%
The Q4 2025 SEC filing reveals that Valley Forge Capital Management, LP held a total portfolio value of $3.1B, covering 9 public equity positions.
In Q4 2025, Valley Forge Capital Management, LP displayed an active expansion posture, initiating 0 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FICO | Fair Isaac CORP | Stock-Tech | 29.49% | +1.44% | +0.13% | |
| 2 | SPGI | S&p Global Inc | Stock-Financials | 20.83% | -2.23% | +0.18% | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 19.25% | -4.45% | +0.18% | |
| 4 | MCO | Moody's CORP | Stock-Financials | 15.25% | +2.12% | +0.24% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 7.29% | -0.26% | +0.48% | |
| 6 | INTU | Intuit Inc | Stock-Tech | 3.32% | -0.84% | -15.27% | |
| 7 | ASML | ASML Holding N.V. | Stock-Tech | 3.06% | +4.23% | +0.49% | |
| 8 | MSCI | Msci Inc | Stock-Financials | 0.79% | — | +1.79% | |
| 9 | EFX | Equifax Inc | Stock-Industrials | 0.72% | — | +1.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FICO | Fair Isaac CORP | +1.8% | +0.13% | Add |
| 2 | SPGI | S&p Global Inc | +0.3% | +0.18% | Add |
| 3 | MCO | Moody's CORP | +0.2% | +0.24% | Add |
| 4 | ASML | ASML Holding N.V. | +0.1% | +0.49% | Add |
| 5 | MSCI | Msci Inc | 0% | +1.79% | Add |
| 6 | EFX | Equifax Inc | -0.2% | +1.63% | Add |
| 7 | V | Visa Inc-class A Shares | -0.2% | +0.48% | Add |
| 8 | INTU | Intuit Inc | -1% | -15.27% | Trim |
| 9 | MA | Mastercard Inc - A | -1.1% | +0.18% | Add |
According to official SEC Form 13F filings, Valley Forge Capital Management, LP reported a total U.S. public equity portfolio value of $3.1B across 9 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FICO, SPGI, MA) accounted for 130.4% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
INTU
前期市值: $178.3M
During Q4 2025, Valley Forge Capital Management, LP's top holdings by market value included FICO (29.5%)、SPGI (20.8%)、MA (19.3%). The largest single position, FICO, represented 29.5% of total portfolio value.
In Q4 2025, Valley Forge Capital Management, LP made 9 total portfolio adjustments, initiating 0 new buys, adding to 8 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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