Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q2 2021)

According to the SEC 13F filed on Aug 16, 2021, the Valley Forge Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2021. 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 2021, the filing reported:

New Buys - None reported

Increases - Adobe Inc., Autodesk, Inc., Amazon.com, Inc., Fair Isaac Corporation, Mastercard Incorporated

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 2021	ADBE Adobe Inc.	Adobe Inc.	Buy	+7,000	+3.7%	$113.72K	194,189
Q2 2021	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+100	+0.0%	$74.03K	253,608
Q2 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+76,873	+4173.3%	$270.79K	78,715
Q2 2021	FICO Fair Isaac Corporation	Fair Isaac Corporation	Buy	+5,508	+0.8%	$337.55K	671,509
Q2 2021	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+10,656	+0.8%	$493.90K	1,352,814