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 10 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INCORPORATED | 22.61% | Add +98.4% | 1,342,158 | $477.88M | $356.05 | |
| 2 | SPGI | S&P GLOBAL INC | 21.24% | Add +97.1% | 1,272,544 | $449.04M | $352.87 | |
| 3 | MCO | MOODYS CORP | 16.32% | Add +94.6% | 1,155,246 | $344.97M | $298.61 | |
| 4 | FICO | FAIR ISAAC CORP | 15.31% | Add +92.3% | 666,001 | $323.71M | $486.05 | |
| 5 | V | VISA INC | 10.17% | Add +88.7% | 1,015,303 | $214.97M | $211.73 | |
| 6 | ADBE | ADOBE SYSTEMS INCORPORATED | 4.21% | Add +132.5% | 187,189 | $88.98M | $475.37 | |
| 7 | INTU | INTUIT | 3.90% | Add +86.0% | 215,221 | $82.44M | $383.06 | |
| 8 | ADSK | AUTODESK INC | 3.32% | Add +84.2% | 253,508 | $70.26M | $277.15 | |
| 9 | AZPN | ASPEN TECHNOLOGY INC | 2.64% | Add +91.4% | 387,202 | $55.89M | No quote | No quote |
| 10 | AMZN | AMAZON COM INC | 0.27% | Add +84.2% | 1,842 | $5.7M | $3093.92 |