Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q2 2024)

As of Jun 30, 2024, the Valley Forge Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2024. 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 2024, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Fair Isaac Corporation

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 2024	FICO Fair Isaac Corporation	Fair Isaac Corporation	Sell	-3,000	-0.3%	$1.31B	877,748