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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 in Shares	% Change	Quarter End Price	Source
FICO	FAIR ISAAC CORP	25.77%	672,186	$803,114,389	-97,156	-12.63%	$1194.78	13F
SPGI	S&P GLOBAL INC	19.92%	1,524,036	$620,678,901	-234,038	-13.31%	$407.26	13F
MA	MASTERCARD INCORPORATED	17.57%	1,065,934	$547,463,702	-421,562	-28.34%	$513.6	13F
V	VISA INC	5.1%	462,978	$158,843,122	-135,775	-22.68%	$343.09	13F