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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: $3.12 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 100%

Stock	Company	% Portfolio	Shares Held	Market Value	% Change	Quarter End Price	Source
MCO	MOODYS CORP	19.14%	1,317,188	$596,580,789	No Change	$452.92	13F
ASML	ASML HLDG NV	10.92%	171,083	$340,359,364	No Change	$1989.44	13F
INTU	INTUIT	1.58%	189,072	$49,347,792	No Change	$261	13F