Valley Forge Capital Management - Valley Forge Capital Management
Portfoliowert
$3.38 B
Positionen
7
Stichtag
2026-03-31
Quartal
Q1 2026
| FICO | FAIR ISAAC CORP | 24.33% | Reduce 0.01% | 769,342 | $1,067.54 | $821.30 M | $1,378.06 | +29.09% |
| SPGI | S&P GLOBAL INC | 22.15% | Reduce 0.01% | 1,758,074 | $425.34 | $747.78 M | $441.00 | +3.68% |
| MA | MASTERCARD INCORPORATED | 22.02% | Add 0.01% | 1,487,496 | $499.66 | $743.24 M | $561.80 | +12.44% |
| MCO | MOODYS CORP | 17.02% | Reduce 0.01% | 1,317,188 | $436.25 | $574.62 M | $489.72 | +12.26% |
| ASML | ASML HOLDING N V | 6.69% | Add 35.52% | 171,083 | $1,320.83 | $225.97 M | $1,622.20 | +22.82% |
| V | VISA INC | 5.36% | Reduce 34.66% | 598,753 | $302.24 | $180.97 M | $362.53 | +19.95% |
| INTU | INTUIT | 2.42% | Reduce 14.54% | 189,072 | $432.38 | $81.75 M | $306.37 | -29.14% |
7 Einträge