Valley Forge Capital Management, revealed in a recent regulatory filing his newest positions. In his Valley Forge Capital Management’s portfolio you can find the top 9 holdings based on Forge’s 13F filings as of December 31, 2021.
I also made more detailed analysis of the top 5 holdings. Check here for latest Valley Forge Capital Management Portfolio Analysis.
|No.||Stock||Class||Value||% of total portfolio||Shares||Price per share*|
|1||S&P GLOBAL INC||COM||525,217,000||19.9||1,112,913||471.93|
|2||MASTERCARD INCORPORATED||CL A||517,672,000||19.6||1,440,698||359.32|
|4||FAIR ISAAC CORP||COM||387,910,000||14.7||894,482||433.67|
|5||AMAZON COM INC||COM||272,466,000||10.3||81,715||3334.34|
|6||VISA INC||COM CL A||202,276,000||7.7||933,397||216.71|
|7||ADOBE SYSTEMS INCORPORATED||COM||139,670,000||5.3||246,305||567.06|
*Price per share is the stock price on the date of the portfolio.