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 10 rows. Rows without a quote are marked unavailable.
| 1 | MA | MASTERCARD INCORPORATED | 21.24% | - | 1,574,417 | $447.67M | $284.34 | |
| 2 | FICO | FAIR ISAAC CORP | 18.83% | - | 963,048 | $396.79M | $412.01 | |
| 3 | SPGI | S&P GLOBAL INC | 18.77% | - | 1,295,275 | $395.51M | $305.35 | |
| 4 | MCO | MOODYS CORP | 13.37% | - | 1,159,004 | $281.77M | $243.11 | |
| 5 | AMZN | AMAZON COM INC | 8.76% | - | 1,634,300 | $184.68M | $113.00 | |
| 6 | V | VISA INC | 8.21% | - | 973,477 | $172.94M | $177.65 | |
| 7 | INTU | INTUIT | 3.64% | Add +1.0% | 198,071 | $76.72M | $387.32 | |
| 8 | ADBE | ADOBE SYSTEMS INCORPORATED | 3.22% | - | 246,305 | $67.78M | $275.20 | |
| 9 | ADSK | AUTODESK INC | 1.99% | - | 224,034 | $41.85M | $186.80 | |
| 10 | AZPN | ASPEN TECHNOLOGY INC | 1.98% | - | 175,485 | $41.8M | No quote | No quote |