Asset Manager
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Valley Forge Capital Management, LP
Market Value
$0
-100.0%
Holdings
9
New Purchases
0
Added To
0
Closed
9
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 3 | $0 | 0% |
| Large Cap | 6 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$231.2B
Median Market Cap
$87.5B
Avg P/E
32.0
Median P/E
28.5
Avg Dividend Yield
0.01%
Avg Beta
1.14
# Stocks
9
# ETFs / Funds
0
Top Holdings (9 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSCI | —% | — | — | — | -$35M | -60,770 | -100.0% | SOLD |
| 2 | SPGI | —% | — | — | — | -$919M | -1,758,179 | -100.0% | SOLD |
| 3 | EFX | —% | — | — | — | -$32M | -146,352 | -100.0% | SOLD |
| 4 | MCO | —% | — | — | — | -$673M | -1,317,292 | -100.0% | SOLD |
| 5 | V | —% | — | — | — | -$321M | -916,410 | -100.0% | SOLD |
| 6 | MA | —% | — | — | — | -$849M | -1,487,409 | -100.0% | SOLD |
| 7 | FICO | —% | — | — | — | -$1.3B | -769,424 | -100.0% | SOLD |
| 8 | ASML | —% | — | — | — | -$135M | -126,242 | -100.0% | SOLD |
| 9 | INTU | —% | — | — | — | -$147M | -221,236 | -100.0% | SOLD |