Valley Forge Capital Management
As of Q1 2026, Valley Forge Capital Management reported 7 long-equity positions worth $3.38B in aggregate.
Copy-investor backtest
- Latest quarter
- -6.05%
- 1-year
- -26.61%
- 3-year
- +38.23%
- 3-year top 5
- +32.67%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 9 of 9 rows. Rows without a quote are marked unavailable.
| 1 | SPGI | S&P GLOBAL INC | 19.86% | Reduce -12.8% | 1,112,913 | $525.22M | $471.93 | |
| 2 | MA | MASTERCARD INCORPORATED | 19.58% | Add +4.3% | 1,440,698 | $517.67M | $359.32 | |
| 3 | MCO | MOODYS CORP | 15.18% | Reduce -11.1% | 1,027,734 | $401.41M | $390.58 | |
| 4 | FICO | FAIR ISAAC CORP | 14.67% | Add +23.4% | 894,482 | $387.91M | $433.67 | |
| 5 | AMZN | AMAZON COM INC | 10.30% | Add +1.0% | 81,715 | $272.47M | $3334.34 | |
| 6 | V | VISA INC | 7.65% | Reduce -8.1% | 933,397 | $202.28M | $216.71 | |
| 7 | ADBE | ADOBE SYSTEMS INCORPORATED | 5.28% | Add +23.1% | 246,305 | $139.67M | $567.06 | |
| 8 | INTU | INTUIT | 4.77% | Reduce -8.9% | 196,071 | $126.12M | $643.22 | |
| 9 | ADSK | AUTODESK INC | 2.70% | - | 253,608 | $71.31M | $281.19 |