Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q1 2022)

According to the SEC 13F filed on May 16, 2022, the Valley Forge Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2022. 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 2022, the filing reported:

New Buys - None reported

Increases - Fair Isaac Corporation, Mastercard Incorporated, Moody's Corporation, S&P Global Inc., Visa Inc.

Reductions - Autodesk, Inc.

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 2022	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-29,574	-11.7%	$48.02K	224,034
Q1 2022	FICO Fair Isaac Corporation	Fair Isaac Corporation	Buy	+4,648	+0.5%	$419.41K	899,130
Q1 2022	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+101,159	+7.0%	$551.03K	1,541,857
Q1 2022	MCO Moody's Corporation	Moody's Corporation	Buy	+53,147	+5.2%	$364.70K	1,080,881
Q1 2022	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+76,448	+6.9%	$487.85K	1,189,361
Q1 2022	V Visa Inc.	Visa Inc.	Buy	+40,080	+4.3%	$215.89K	973,477