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![BourbonCap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::251912158.png) Bourbon Capital [@BourbonCap](/creator/twitter/BourbonCap) on x 50.2K followers
Created: 2025-05-17 13:20:45 UTC

Top Holdings Breakdown
$FICO – Fair Isaac Corporation

📌 ~32% of Portfolio | 📈 Entry Price: $XXX | 💰 Current Price: $XXXXX | Return: ~500%

FICO is VFCM’s largest and most successful position. Kantesaria has called it “one of the most irreplaceable platforms in finance”—a true monopoly with nearly zero direct competition.

▫️Market Dominance: FICO Scores are used in over XX% of lending decisions in the U.S.

▫️Pricing Power: High-margin, recurring revenue from software licensing.

▫️Capital Efficiency: Very low capital expenditures, high operating leverage.

▫️Sticky Customers: Extremely high switching costs for banks and lenders.

![](https://pbs.twimg.com/media/GrJ2PqSXQAAvI9X.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1923730409482842419/c:line.svg)

**Related Topics**
[dominance](/topic/dominance)
[monopoly](/topic/monopoly)
[$fico](/topic/$fico)
[fair isaac corp](/topic/fair-isaac-corp)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/BourbonCap/status/1923730409482842419)