This portfolio view aggregates one or more SEC Form 13F filings submitted by Valley Forge Capital Management, LP each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 36 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.
| Name | Shares | Value | % of Portfolio | % Change | ||
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Note: Shares, Shares Change - split-adjusted.