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 9 of 11 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 23.98% | New | 319,078 | $61.68M | $193.32 | No quote |
| 2 | SPGI | S&P GLOBAL INC | 23.96% | - | 302,232 | $61.62M | $203.89 | No quote |
| 3 | MCO | MOODYS CORP | 23.30% | - | 351,415 | $59.94M | $170.56 | No quote |
| 4 | MNST | MONSTER BEVERAGE CORP NEW | 13.55% | - | 608,230 | $34.85M | $57.30 | No quote |
| 5 | INTU | INTUIT | 4.65% | - | 58,500 | $11.95M | $204.31 | No quote |
| 6 | V | VISA INC | 4.22% | - | 82,000 | $10.86M | $132.45 | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 2.65% | - | 34,750 | $6.83M | $196.52 | No quote |
| 8 | META | FACEBOOK INC | 1.89% | - | 25,000 | $4.86M | $194.32 | No quote |
| 9 | AZPN | ASPEN TECHNOLOGY INC | 1.14% | - | 31,713 | $2.94M | No quote | No quote |
| 10 | AMZN | AMAZON COM INC | 0.66% | New | 1,000 | $1.7M | $1700.00 | No quote |
| 11 | EFX | EQUIFAX INC | - | Sold | 0 | $0 | No quote | No quote |