Valley Forge Capital Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Valley Forge Capital Management, LP held in its portfolio 9 assets valued at $4,411,308,632 (i.e. $4.41B).

The most valuable assets in the portfolio included: FAIR ISAAC CORP ($1.30B), S&P GLOBAL INC ($918.81M), and MASTERCARD INCORPORATED ($849.13M).

The chart below shows the top 9 valuable assets, and the table below shows the top 9 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Valley Forge Capital Management, LP Portfolio

FAIR ISAAC CORP

S&P GLOBAL INC

MASTERCARD INCORPORATED

MOODYS CORP

VISA INC

INTUIT

ASML HOLDING N V

MSCI INC

EQUIFAX INC

Valley Forge Capital Management, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
FAIR ISAAC CORP	769424	1300803603	COM
S&P GLOBAL INC	1758179	918806764	COM
MASTERCARD INCORPORATED	1487409	849132050	CL A
MOODYS CORP	1317292	672938618	COM
VISA INC	916410	321394151	COM CL A
INTUIT	221236	146551151	COM
ASML HOLDING N V	126242	135061266	N Y REGISTRY SHS
MSCI INC	60770	34865572	COM
EQUIFAX INC	146352	31755457	COM