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

As of Mar 31, 2022, the Valley Forge Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 16, 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