Valley Forge Capital Management Portfolio December 31, 2021
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 |
3 | MOODYS CORP | COM | 401,412,000 | 15.2 | 1,027,734 | 390.58 |
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 |
8 | INTUIT | COM | 126,117,000 | 4.8 | 196,071 | 643.22 |
9 | AUTODESK INC | COM | 71,312,000 | 2.7 | 253,608 | 281.19 |
*Price per share is the stock price on the date of the portfolio.