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HoldingsActivityBuysSells

Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

Valley Forge Capital Management LP

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
7
Portfolio value:
$3,375,637,000
Filed:
May 15, 2026
CIK:
1697868
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 261 added2 reduced2 exited
≡ASML – ASML HOLDING N VAdd 36.00%44,8413.63
Q4 2024filed Feb 14, 252 new1 reduced1 exited
≡EFX – EQUIFAX INCBuy144,0000.81
≡MSCI – MSCI INCBuy59,7000.79
Q3 2024filed Nov 14, 242 added1 reduced
≡ASML – ASML HOLDING N VAdd 100.00%62,7240.66
≡MCO – MOODYS CORPAdd 6.00%70,0340.33