Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q2 2020)

As of Jun 30, 2020, the Valley Forge Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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 Q2 2020, the filing reported:

New Buys - Adobe Inc.

Increases - Autodesk, Inc., Intuit Inc., Mastercard Incorporated, Moody's Corporation, 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
Q2 2020	ADBE Adobe Inc.	Adobe Inc.	Buy - Position Entry	+71,500	-	$31.12K	71,500
Q2 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+29,574	+27.4%	$32.92K	137,624
Q2 2020	INTU Intuit Inc.	Intuit Inc.	Buy	+21,100	+22.3%	$34.28K	115,741
Q2 2020	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+265,500	+151.2%	$130.45K	441,150
Q2 2020	MCO Moody's Corporation	Moody's Corporation	Buy	+119,614	+26.6%	$156.47K	569,529
Q2 2020	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+109,545	+25.0%	$180.39K	547,505