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

According to the SEC 13F filed on Feb 14, 2025, the Valley Forge Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 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