Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q4 2020)

As of Dec 31, 2020, the Valley Forge Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 16, 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 Q4 2020, the filing reported:

New Buys - None reported

Increases - Adobe Inc., Fair Isaac Corporation, Mastercard Incorporated, Moody's Corporation, S&P Global Inc., 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
Q4 2020	ADBE Adobe Inc.	Adobe Inc.	Buy	+9,000	+12.6%	$40.26K	80,500
Q4 2020	FICO Fair Isaac Corporation	Fair Isaac Corporation	Buy	+6,000	+1.8%	$176.96K	346,278
Q4 2020	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+231,964	+52.2%	$241.51K	676,614
Q4 2020	MCO Moody's Corporation	Moody's Corporation	Buy	+5,000	+0.8%	$172.27K	593,529
Q4 2020	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+11,543	+1.8%	$212.21K	645,541
Q4 2020	V Visa Inc.	Visa Inc.	Buy	+55,200	+11.4%	$117.70K	538,122