Valley Forge Capital Management Q4 2020 13F Holdings

Valley Forge Capital Management Q4 2020 holdings
TickerName ValueShares↓ Weighting
MA MASTERCARD INCORPORATEDcl aAdd  $241,511
60.6%
676,614
52.2%
22.43%
37.5%
SPGI S&P GLOBAL INCAdd  $212,209
-7.2%
645,541
1.8%
19.71%
-20.5%
FICO FAIR ISAAC CORPAdd  $176,962
22.3%
346,278
1.8%
16.44%
4.7%
MCO MOODYS CORPAdd  $172,266
1.0%
593,529
0.8%
16.00%
-13.5%
V VISA INCAdd  $117,703
21.9%
538,122
11.4%
10.93%
4.3%
INTU INTUIT  $43,964
16.4%
115,7410.0%4.08%
-0.3%
ADSK AUTODESK INC  $42,022
32.2%
137,6240.0%3.90%
13.2%
ADBE ADOBE SYSTEMS INCORPOR...Add  $40,260
14.8%
80,500
12.6%
3.74%
-1.7%
AZPN ASPEN TECHNOLOGY INCAdd  $26,345
14.8%
202,266
11.6%
2.45%
-1.7%
AMZN AMAZON COM INC  $3,257
3.4%
1,0000.0%0.30%
-11.5%