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 | FICO | FAIR ISAAC CORP | 24.26% | - | 333,078 | $124.8M | $374.68 | No quote |
| 2 | SPGI | S&P GLOBAL INC | 22.36% | - | 421,407 | $115.07M | $273.05 | No quote |
| 3 | MCO | MOODYS CORP | 20.76% | Add +0.7% | 449,915 | $106.81M | $237.41 | No quote |
| 4 | V | VISA INC | 17.64% | - | 482,922 | $90.74M | $187.90 | No quote |
| 5 | MA | MASTERCARD INC | 4.92% | Add +10.4% | 84,850 | $25.34M | $298.59 | No quote |
| 6 | INTU | INTUIT | 4.82% | - | 94,641 | $24.79M | $261.93 | No quote |
| 7 | ADSK | AUTODESK INC | 3.85% | - | 108,050 | $19.82M | $183.46 | No quote |
| 8 | AZPN | ASPEN TECHNOLOGY INC | 1.03% | - | 43,813 | $5.3M | No quote | No quote |
| 9 | AMZN | AMAZON COM INC | 0.36% | - | 1,000 | $1.85M | $1848.00 | No quote |