Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q2 2022)

According to the SEC 13F filed on Aug 15, 2022, the Valley Forge Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2022, the filing reported:

New Buys - Aspen Technology, Inc.

Increases - Amazon.com, Inc., Fair Isaac Corporation, 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 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+1,552,585	+1900.0%	$173.58K	1,634,300
Q2 2022	AZPN Aspen Technology, Inc.	Aspen Technology, Inc.	Buy - Position Entry	+175,485	-	$32.23K	175,485
Q2 2022	FICO Fair Isaac Corporation	Fair Isaac Corporation	Buy	+63,918	+7.1%	$386.09K	963,048
Q2 2022	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+32,560	+2.1%	$496.70K	1,574,417
Q2 2022	MCO Moody's Corporation	Moody's Corporation	Buy	+78,123	+7.2%	$315.21K	1,159,004
Q2 2022	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+105,914	+8.9%	$436.58K	1,295,275