Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q4 2021)

According to the SEC 13F filed on Feb 14, 2022, the Valley Forge Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 2021, the filing reported:

New Buys - None reported

Increases - Adobe Inc., Amazon.com, Inc., Fair Isaac Corporation, Mastercard Incorporated

Reductions - Intuit Inc., Moody's Corporation, S&P Global Inc., Visa Inc.

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 2021	ADBE Adobe Inc.	Adobe Inc.	Buy	+46,228	+23.1%	$139.67K	246,305
Q4 2021	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+800	+1.0%	$272.47K	81,715
Q4 2021	FICO Fair Isaac Corporation	Fair Isaac Corporation	Buy	+169,771	+23.4%	$387.91K	894,482
Q4 2021	INTU Intuit Inc.	Intuit Inc.	Sell	-19,150	-8.9%	$126.12K	196,071
Q4 2021	MA Mastercard Incorporated	Mastercard Incorporated	Buy	+59,575	+4.3%	$517.67K	1,440,698
Q4 2021	MCO Moody's Corporation	Moody's Corporation	Sell	-128,512	-11.1%	$401.41K	1,027,734
Q4 2021	SPGI S&P Global Inc.	S&P Global Inc.	Sell	-163,631	-12.8%	$525.22K	1,112,913
Q4 2021	V Visa Inc.	Visa Inc.	Sell	-81,906	-8.1%	$202.28K	933,397