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Gurus
Growth At A Reasonable Price
VALLEY FORGE CAPITAL MANAGEMENT, LP (Data extracted from 13F, 13D, 13G and Form 4)

VALLEY FORGE CAPITAL MANAGEMENT, LP

AUM: $3.61 B

13-F Portfolio Value: $3.38 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 99.99%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
MA	MASTERCARD INCORPORATED	22.02%	1,487,496	$743,242,251	87	0.00585%	$499.66	13F
ASML	ASML HOLDING N V	6.69%	171,083	$225,971,559	44,841	35.52%	$1320.83	13F