Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q3 2018)

As of Sep 30, 2018, the Valley Forge Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 Q3 2018, the filing reported:

New Buys - Autodesk, Inc.

Increases - Fair Isaac Corporation, 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
Q3 2018	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy - Position Entry	+76,200	-	$11.90K	76,200
Q3 2018	FICO Fair Isaac Corporation	Fair Isaac Corporation	Buy	+14,000	+4.4%	$76.12K	333,078
Q3 2018	MCO Moody's Corporation	Moody's Corporation	Buy	+18,000	+5.1%	$61.77K	369,415
Q3 2018	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+67,300	+22.3%	$72.20K	369,532