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

As of Jun 30, 2022, the Valley Forge Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 15, 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