Dev Kantesaria - Valley Forge Capital Management 13F Activity & Position Changes (Q4 2024)

As of Dec 31, 2024, the Valley Forge Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2025. 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 2024, the filing reported:

New Buys - Equifax, Inc., MSCI Inc.

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

Reductions - Fair Isaac Corporation, Intuit Inc.

Complete Exits - Aspen Technology, Inc.

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 2024	AZPN Aspen Technology, Inc.	Aspen Technology, Inc.	Sell - Position Exit	-295,485	-100.0%	$0.00	-
Q4 2024	EFX Equifax, Inc.	Equifax, Inc.	Buy - Position Entry	+144,000	-	$36.70M	144,000
Q4 2024	FICO Fair Isaac Corporation	Fair Isaac Corporation	Sell	-24,671	-3.1%	$1.56B	784,122
Q4 2024	INTU Intuit Inc.	Intuit Inc.	Sell	-42,600	-9.6%	$252.83M	402,281
Q4 2024	MCO Moody's Corporation	Moody's Corporation	Buy	+25,700	+2.0%	$622.08M	1,314,144
Q4 2024	MSCI MSCI Inc.	MSCI Inc.	Buy - Position Entry	+59,700	-	$35.82M	59,700
Q4 2024	SPGI S&P Global Inc.	S&P Global Inc.	Buy	+49,200	+2.9%	$874.09M	1,755,098