Valley Forge Capital Management, LP Buys Amazon.com Inc, Sells Aspen Technology Inc

Aug 23, 2021

Investment company Valley Forge Capital Management, LP (Current Portfolio) buys Amazon.com Inc, sells Aspen Technology Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Valley Forge Capital Management, LP. As of 2021Q2, Valley Forge Capital Management, LP owns 9 stocks with a total value of $2.6 billion. These are the details of the buys and sells.

Added Positions: AMZN, ADBE,
Sold Out: AZPN,

For the details of Valley Forge Capital Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/valley+forge+capital+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Valley Forge Capital Management, LP

S&P Global Inc (SPGI) - 1,272,544 shares, 20.29% of the total portfolio.
Mastercard Inc (MA) - 1,352,814 shares, 19.19% of the total portfolio. Shares added by 0.79%
Moody's Corporation (MCO) - 1,155,246 shares, 16.26% of the total portfolio.
Fair Isaac Corp (FICO) - 671,509 shares, 13.11% of the total portfolio. Shares added by 0.83%
Amazon.com Inc (AMZN) - 78,715 shares, 10.52% of the total portfolio. Shares added by 4173.34%

Added: Amazon.com Inc (AMZN)

Valley Forge Capital Management, LP added to a holding in Amazon.com Inc by 4173.34%. The purchase prices were between $3094.08 and $3505.44, with an estimated average price of $3316.5. The stock is now traded at around $3265.870000. The impact to a portfolio due to this purchase was 10.27%. The holding were 78,715 shares as of 2021-06-30.

Sold Out: Aspen Technology Inc (AZPN)

Valley Forge Capital Management, LP sold out a holding in Aspen Technology Inc. The sale prices were between $127.07 and $154.06, with an estimated average price of $142.1.

Here is the complete portfolio of Valley Forge Capital Management, LP. Also check out:

1. Valley Forge Capital Management, LP's Undervalued Stocks
2. Valley Forge Capital Management, LP's Top Growth Companies, and
3. Valley Forge Capital Management, LP's High Yield stocks
4. Stocks that Valley Forge Capital Management, LP keeps buying

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