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 2026-06-06 from SEC 13F data.
Live quotes available for 7 of 8 rows. Rows without a quote are marked unavailable.
| 1 | MCO | MOODYS CORP | 30.22% | - | 351,415 | $33.13M | $94.27 | No quote |
| 2 | SPGI | S&P GLOBAL INC | 28.67% | - | 292,209 | $31.42M | $107.54 | No quote |
| 3 | MNST | MONSTER BEVERAGE CORP NEW | 18.49% | - | 457,174 | $20.27M | $44.34 | No quote |
| 4 | INTU | INTUIT | 6.12% | - | 58,500 | $6.71M | $114.62 | No quote |
| 5 | V | VISA INC | 5.84% | - | 82,000 | $6.4M | $78.02 | No quote |
| 6 | NKE | NIKE INC | 5.80% | - | 125,084 | $6.36M | $50.83 | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 3.27% | - | 34,750 | $3.59M | $103.25 | No quote |
| 8 | AZPN | ASPEN TECHNOLOGY INC | 1.58% | - | 31,713 | $1.73M | No quote | No quote |