Valley Forge Capital Management, LP Holdings - 1Q26

As of March 31, 2026, Valley Forge Capital Management, LP reported 7 positions comprising 7 stocks worth $3.4B. The top 5 holdings represented 92.2% of the portfolio. During the quarter, the fund entered 0 new positions and exited 2. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.