16 is the total number of securities Valley Forge Capital Management, LP has owned. The longest Valley Forge Capital Management, LP has owned a single stock is 31 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SPGI | S&P GLOBAL INC | 31 | 31 | 18.18% | 22.71% | 30.34% | Q4 2016 | Q2 2024 | 31 |
| MCO | MOODYS CORP | 31 | 31 | 13.06% | 19.21% | 31.01% | Q4 2016 | Q2 2024 | 31 |
| MA | MASTERCARD INCORPORATED | 31 | 31 | 2.23% | 12.43% | 22.61% | Q4 2016 | Q2 2024 | 31 |
| V | VISA INC | 31 | 31 | 4.10% | 9.02% | 19.29% | Q4 2016 | Q2 2024 | 31 |
| INTU | INTUIT | 31 | 31 | 3.13% | 5.27% | 7.90% | Q4 2016 | Q2 2024 | 31 |
| FICO | FAIR ISAAC CORP | 25 | 25 | 11.46% | 21.71% | 33.78% | Q2 2018 | Q2 2024 | 25 |
| AMZN | AMAZON COM INC | 19 | 19 | 0.27% | 3.53% | 10.56% | Q2 2018 | Q4 2022 | 19 |
| ADSK | AUTODESK INC | 19 | 19 | 1.70% | 3.21% | 5.26% | Q3 2018 | Q1 2023 | 19 |
| AZPN | ASPEN TECHNOLOGY INC | 18 | 1 | 0.88% | 1.50% | 2.64% | Q4 2016 | Q1 2022 | 19 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 12 | 12 | 3.22% | 4.02% | 5.28% | Q2 2020 | Q1 2023 | 12 |
| MNST | MONSTER BEVERAGE CORP NEW | 9 | 9 | 9.89% | 15.99% | 18.77% | Q4 2016 | Q4 2018 | 9 |
| ASPEN TECHNOLOGY INC | 9 | 9 | 1.44% | 1.69% | 2.06% | Q2 2022 | Q2 2024 | 9 | |
| ASML | ASML HOLDING N V | 5 | 5 | 1.26% | 1.50% | 1.66% | Q2 2023 | Q2 2024 | 5 |
| EFX | EQUIFAX INC | 3 | 3 | 6.32% | 12.08% | 15.04% | Q3 2017 | Q1 2018 | 3 |
| NKE | NIKE INC | 3 | 3 | 5.25% | 5.49% | 5.80% | Q4 2016 | Q2 2017 | 3 |
| FB | FACEBOOK INC | 3 | 3 | 1.37% | 1.71% | 1.89% | Q1 2018 | Q3 2018 | 3 |
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The securities at the top of the list , including S&P GLOBAL INC, MOODYS CORP, and MASTERCARD INCORPORATED, are the highest-conviction holdings of Valley Forge Capital Management, LP.
The conviction is calculated by counting the number of quarters a security has been reported by Valley Forge Capital Management, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Valley Forge Capital Management, LP owns currently or has owned in the past.