Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q1 2020)

As of Mar 31, 2020, the Valley Forge Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2020, the filing reported:

New Buys - None reported

Increases - Fair Isaac Corporation, Mastercard Incorporated, S&P Global Inc.

Reductions - None reported

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2020	FICO Fair Isaac Corporation	Fair Isaac Corporation	Buy	+7,200	+2.2%	$104.70K	340,278
Q1 2020	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+90,800	+107.0%	$42.43K	175,650
Q1 2020	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+16,553	+3.9%	$107.32K	437,960