Valley Forge Capital Management 2025Q3 Holdings
福吉谷资本管理 Dev Kantesaria 13F portfolio details.
Total market value: $4,156,989,872; holdings: 9; previous report: 2025-06-30
| # | Ticker | Name | Market Value | Shares | Weight |
|---|---|---|---|---|---|
| 1 | FICO | Fair Isaac Corp. | $1,149,966,576 | 768422 | 27.66% |
| 2 | SPGI | 标普全球 | $854,223,748 | 1755098 | 20.55% |
| 3 | MA | 万事达卡公司 | $844,553,161 | 1484772 | 20.32% |
| 4 | MCO | 穆迪公司 | $626,163,333 | 1314144 | 15.06% |
| 5 | V | 维萨卡公司 | $311,344,363 | 912017 | 7.49% |
| 6 | INTU | 财捷集团 | $178,305,752 | 261097 | 4.29% |
| 7 | ASML | 阿斯麦公司 | $121,618,242 | 125627 | 2.93% |
| 8 | EFX | 艾可菲公司 | $36,940,320 | 144000 | 0.89% |
| 9 | MSCI | MSCI, Inc. | $33,874,377 | 59700 | 0.81% |