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

According to the SEC 13F filed on Feb 16, 2021, the Valley Forge Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2020. 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