Valley Forge Capital Management
As of Q2 2026, Valley Forge Capital Management reported 7 long-equity positions worth $3.12B in aggregate.
Copy-investor backtest
- Latest quarter
- +8.29%
- 1-year
- -10.38%
- 3-year
- +34.77%
- 5-year
- +43.41%
- 3-year vs S&P 500
- -38.47%
- 5-year vs S&P 500
- -30.27%
- 5-year top 5
- +41.99%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-08-14 from SEC 13F data.
Live quotes available for 7 of 7 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 25.77% | Reduce -12.6% | 672,186 | $803.11M | $1194.78 | |
| 2 | SPGI | S&P GLOBAL INC | 19.92% | Reduce -13.3% | 1,524,036 | $620.68M | $407.26 | |
| 3 | MCO | MOODYS CORP | 19.14% | - | 1,317,188 | $596.58M | $452.92 | |
| 4 | MA | MASTERCARD INCORPORATED | 17.57% | Reduce -28.3% | 1,065,934 | $547.46M | $513.60 | |
| 5 | ASML | ASML HLDG NV | 10.92% | - | 171,083 | $340.36M | $1989.44 | |
| 6 | V | VISA INC | 5.10% | Reduce -22.7% | 462,978 | $158.84M | $343.09 | |
| 7 | INTU | INTUIT | 1.58% | - | 189,072 | $49.35M | $261.00 |