As of Q1 2026, Valley Forge Capital Management reported 7 long-equity positions worth $3.38B in aggregate.
Copy-investor backtest
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| V | VISA INC | Reduce -34.7% | 5.36% | 598,753 | $180.97M | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| INTU | INTUIT | Reduce -14.5% | 2.42% | 189,072 | $81.75M | $432.38 | $349.00 - $661.99(27%)$629.46 -> $432.38 |
| EFX | EQUIFAX INC | Sold | — | 0 | $0 | — | - |
| MSCI | MSCI INC | Sold | — | 0 | $0 | — | - |
| FICO | FAIR ISAAC CORP | Reduce -0.0% | 24.33% | 769,342 | $821.3M | $1067.54 | $969.32 - $1691.03(14%)$1643.27 -> $1067.54 |
| SPGI | S&P GLOBAL INC | Reduce -0.0% | 22.15% | 1,758,074 | $747.78M | $425.34 | $381.61 - $552.25(26%)$512.66 -> $425.34 |
| MCO | MOODYS CORP | Reduce -0.0% | 17.02% | 1,317,188 | $574.62M | $436.25 | $402.28 - $546.88(23%)$498.98 -> $436.25 |
