Portfolio (Quarterly) Guide ↗

Valley Forge Capital Management, LP

· CIK 0001697868

13F Portfolio $3.4B AUM 7 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MSCI	MSCI INC	Financial Services	60,770	$34.9M	0.79%	SOLD
2	EFX	EQUIFAX INC	Industrials	146,352	$31.8M	0.72%	SOLD

Sector Allocation

Financial Services 66.6%

Technology 33.4%