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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | Reduce -28.3% | 17.57% | 1,065,934 | $547.46M | $513.60 | $464.52 - $534.21(70%)$491.65 -> $513.60 |
| FICO | FAIR ISAAC CORP | Reduce -12.6% | 25.77% | 672,186 | $803.11M | $1194.78 | $870.01 - $1323.35(72%)$1061.99 -> $1194.95 |
| SPGI | S&P GLOBAL INC | Reduce -13.3% | 19.92% | 1,524,036 | $620.68M | $407.26 | $393.03 - $456.70(22%)$425.17 -> $407.26 |
| V | VISA INC | Reduce -22.7% | 5.10% | 462,978 | $158.84M | $343.09 | $293.89 - $345.80(95%)$298.51 -> $343.09 |