Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q3 2024)

As of Sep 30, 2024, the Valley Forge Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 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 Q3 2024, the filing reported:

New Buys - None reported

Increases - ASML, Moody's Corporation, S&P Global Inc.

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
Q3 2024	ASML ASML	ASML	Buy	+62,724	+99.7%	$104.68M	125,627
Q3 2024	FICO Fair Isaac Corporation	Fair Isaac Corporation	Sell	-68,955	-7.9%	$1.57B	808,793
Q3 2024	MCO Moody's Corporation	Moody's Corporation	Buy	+70,034	+5.7%	$611.48M	1,288,444
Q3 2024	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+50,337	+3.0%	$881.30M	1,705,898