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 8 of 9 rows. Rows without a quote are marked unavailable.
| 1 | SPGI | S&P GLOBAL INC | 27.04% | Add +3.4% | 302,232 | $57.74M | $191.06 | No quote |
| 2 | MCO | MOODYS CORP | 26.54% | - | 351,415 | $56.68M | $161.30 | No quote |
| 3 | MNST | MONSTER BEVERAGE CORP NEW | 16.29% | Add +14.5% | 608,230 | $34.8M | $57.21 | No quote |
| 4 | EFX | EQUIFAX INC | 14.89% | Add +11.8% | 270,003 | $31.81M | $117.81 | No quote |
| 5 | INTU | INTUIT | 4.75% | - | 58,500 | $10.14M | $173.35 | No quote |
| 6 | V | VISA INC | 4.59% | - | 82,000 | $9.81M | $119.62 | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 2.85% | - | 34,750 | $6.09M | $175.17 | No quote |
| 8 | META | FACEBOOK INC | 1.87% | New | 25,000 | $4M | $159.80 | No quote |
| 9 | AZPN | ASPEN TECHNOLOGY INC | 1.17% | - | 31,713 | $2.5M | No quote | No quote |