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 2026-05-11 from SEC 13F data.
Live quotes available for 8 of 10 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 25.09% | Reduce -2.1% | 943,048 | $662.67M | $702.69 | |
| 2 | MA | MASTERCARD INCORPORATED | 20.49% | Reduce -4.3% | 1,489,102 | $541.15M | $363.41 | |
| 3 | SPGI | S&P GLOBAL INC | 18.18% | - | 1,392,653 | $480.14M | $344.77 | |
| 4 | MCO | MOODYS CORP | 14.12% | - | 1,218,410 | $372.86M | $306.02 | |
| 5 | V | VISA INC | 7.73% | Reduce -9.9% | 904,977 | $204.04M | $225.46 | |
| 6 | INTU | INTUIT | 7.51% | Add +124.6% | 444,881 | $198.34M | $445.83 | |
| 7 | ADBE | ADOBE SYSTEMS INCORPORATED | 3.59% | - | 246,305 | $94.92M | $385.37 | |
| 8 | ADSK | AUTODESK INC | 1.77% | - | 224,034 | $46.63M | $208.16 | |
| 9 | AZPN | ASPEN TECHNOLOGY INC | 1.52% | - | 175,485 | $40.16M | No quote | No quote |
| 10 | AMZN | AMAZON COM INC | - | Sold | 0 | $0 | No quote | No quote |