Valley Forge Capital Management
As of Q1 2026, this manager reported 7 long-equity positions worth $3.38B in aggregate.
As of Q1 2026, Valley Forge Capital Management's Valley Forge Capital Management held 7 long-equity positions with a reported value of $3.38B.
Get email alerts when Valley Forge Capital Management files a new 13F — sign in or create a free account.
Updated 2026-05-10 from SEC 13F data.
Live quotes available for 7 of 8 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 30.02% | Reduce -2.5% | 880,748 | $1.1B | $1249.61 | |
| 2 | MA | MASTERCARD INCORPORATED | 19.50% | - | 1,484,772 | $715.02M | $481.57 | |
| 3 | SPGI | S&P GLOBAL INC | 19.21% | - | 1,655,561 | $704.36M | $425.45 | |
| 4 | MCO | MOODYS CORP | 13.06% | - | 1,218,410 | $478.87M | $393.03 | |
| 5 | INTU | INTUIT | 7.89% | - | 444,881 | $289.17M | $650.00 | |
| 6 | V | VISA INC | 6.94% | - | 912,017 | $254.53M | $279.08 | |
| 7 | AZPN | ASPEN TECHNOLOGY INC | 1.72% | - | 295,485 | $63.02M | No quote | No quote |
| 8 | ASML | ASML HOLDING N V | 1.66% | - | 62,903 | $61.05M | $970.47 |