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 | 30.64% | - | 351,415 | $39.37M | $112.04 | No quote |
| 2 | SPGI | S&P GLOBAL INC | 29.73% | - | 292,209 | $38.2M | $130.74 | No quote |
| 3 | MNST | MONSTER BEVERAGE CORP NEW | 18.75% | Add +14.1% | 521,745 | $24.09M | $46.17 | No quote |
| 4 | V | VISA INC | 5.67% | - | 82,000 | $7.29M | $88.87 | No quote |
| 5 | NKE | NIKE INC | 5.43% | - | 125,084 | $6.97M | $55.73 | No quote |
| 6 | INTU | INTUIT | 5.28% | - | 58,500 | $6.79M | $115.98 | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 3.04% | - | 34,750 | $3.91M | $112.46 | No quote |
| 8 | AZPN | ASPEN TECHNOLOGY INC | 1.45% | - | 31,713 | $1.87M | No quote | No quote |