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 | SPGI | S&P GLOBAL INC | 26.19% | Add +10.3% | 407,407 | $69.24M | $169.94 | No quote |
| 2 | FICO | FAIR ISAAC CORP | 23.56% | - | 333,078 | $62.29M | $187.00 | No quote |
| 3 | MCO | MOODYS CORP | 20.39% | Add +4.2% | 384,915 | $53.9M | $140.04 | No quote |
| 4 | MNST | MONSTER BEVERAGE CORP NEW | 9.89% | Reduce -12.7% | 531,249 | $26.15M | $49.22 | No quote |
| 5 | INTU | INTUIT | 6.01% | Add +37.9% | 80,641 | $15.87M | $196.85 | No quote |
| 6 | ADSK | AUTODESK INC | 5.26% | Add +41.8% | 108,050 | $13.9M | $128.61 | No quote |
| 7 | V | VISA INC | 4.59% | Add +12.2% | 92,000 | $12.14M | $131.93 | No quote |
| 8 | MA | MASTERCARD INCORPORATED | 2.55% | Add +2.9% | 35,750 | $6.74M | $188.64 | No quote |
| 9 | AZPN | ASPEN TECHNOLOGY INC | 0.99% | - | 31,713 | $2.61M | No quote | No quote |
| 10 | AMZN | AMAZON COM INC | 0.57% | - | 1,000 | $1.5M | $1502.00 | No quote |
| 11 | META | FACEBOOK INC | - | Sold | 0 | $0 | No quote | No quote |