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.
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Updated 2026-05-07 from SEC 13F data.
Live quotes available for 9 of 9 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 31.03% | - | 768,422 | $1.4B | $1827.96 | |
| 2 | SPGI | S&P GLOBAL INC | 20.44% | - | 1,755,098 | $925.45M | $527.29 | |
| 3 | MA | MASTERCARD INCORPORATED | 18.43% | - | 1,484,772 | $834.35M | $561.94 | |
| 4 | MCO | MOODYS CORP | 14.56% | - | 1,314,144 | $659.16M | $501.59 | |
| 5 | V | VISA INC | 7.15% | - | 912,017 | $323.81M | $355.05 | |
| 6 | INTU | INTUIT | 4.58% | Reduce -11.4% | 263,312 | $207.39M | $787.63 | |
| 7 | ASML | ASML HOLDING N V | 2.22% | - | 125,627 | $100.68M | $801.39 | |
| 8 | EFX | EQUIFAX INC | 0.82% | - | 144,000 | $37.35M | $259.37 | |
| 9 | MSCI | MSCI INC | 0.76% | - | 59,700 | $34.43M | $576.74 |