Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q1 2023)

As of Mar 31, 2023, the Valley Forge Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2023. 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 2023, the filing reported:

New Buys - None reported

Increases - Intuit Inc.

Reductions - Fair Isaac Corporation, Mastercard Incorporated, Visa Inc.

Complete Exits - Amazon.com, Inc.

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 2023	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell - Position Exit	-1,105,393	-100.0%	$0.00	-
Q1 2023	FICO Fair Isaac Corporation	Fair Isaac Corporation	Sell	-20,000	-2.1%	$662.67M	943,048
Q1 2023	INTU Intuit Inc.	Intuit Inc.	Buy	+246,810	+124.6%	$198.34M	444,881
Q1 2023	MA Mastercard Incorporated	Mastercard Incorporated	Sell	-66,565	-4.3%	$541.15M	1,489,102
Q1 2023	V Visa Inc.	Visa Inc.	Sell	-99,800	-9.9%	$204.04M	904,977