Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q3 2021)

As of Sep 30, 2021, the Valley Forge Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 15, 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 Q3 2021, the filing reported:

New Buys - None reported

Increases - Adobe Inc., Amazon.com, Inc., Fair Isaac Corporation, Mastercard Incorporated, Moody's Corporation, and 1 more

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 2021	ADBE Adobe Inc.	Adobe Inc.	Buy	+5,888	+3.0%	$115.19K	200,077
Q3 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+2,200	+2.8%	$265.81K	80,915
Q3 2021	FICO Fair Isaac Corporation	Fair Isaac Corporation	Buy	+53,202	+7.9%	$288.38K	724,711
Q3 2021	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+28,309	+2.1%	$480.19K	1,381,123
Q3 2021	MCO Moody's Corporation	Moody's Corporation	Buy	+1,000	+0.1%	$410.60K	1,156,246
Q3 2021	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+4,000	+0.3%	$542.39K	1,276,544