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 | SPGI | S&P GLOBAL INC | 20.29% | - | 1,272,544 | $522.32M | $410.45 | |
| 2 | MA | MASTERCARD INCORPORATED | 19.19% | Add +0.8% | 1,352,814 | $493.9M | $365.09 | |
| 3 | MCO | MOODYS CORP | 16.26% | - | 1,155,246 | $418.63M | $362.37 | |
| 4 | FICO | FAIR ISAAC CORP | 13.11% | Add +0.8% | 671,509 | $337.55M | $502.68 | |
| 5 | AMZN | AMAZON COM INC | 10.52% | Add +4173.3% | 78,715 | $270.79M | $3440.16 | |
| 6 | V | VISA INC | 9.22% | - | 1,015,303 | $237.4M | $233.82 | |
| 7 | ADBE | ADOBE SYSTEMS INCORPORATED | 4.42% | Add +3.7% | 194,189 | $113.73M | $585.64 | |
| 8 | INTU | INTUIT | 4.10% | - | 215,221 | $105.5M | $490.17 | |
| 9 | ADSK | AUTODESK INC | 2.88% | Add +0.0% | 253,608 | $74.03M | $291.90 | |
| 10 | AZPN | ASPEN TECHNOLOGY INC | - | Sold | 0 | $0 | No quote | No quote |