Valley Forge Capital Management, LP Holdings - 4Q25

As of December 31, 2025, Valley Forge Capital Management, LP reported 9 positions comprising 9 stocks worth $4.4B. The top 5 holdings represented 92.1% of the portfolio. During the quarter, the fund entered 0 new positions and exited 0. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.