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 2026-06-06 from SEC 13F data.
Live quotes available for 7 of 8 rows. Rows without a quote are marked unavailable.
| 1 | MCO | MOODYS CORP | 27.39% | - | 351,415 | $51.87M | $147.61 | No quote |
| 2 | SPGI | S&P GLOBAL INC | 26.13% | - | 292,209 | $49.5M | $169.40 | No quote |
| 3 | MNST | MONSTER BEVERAGE CORP NEW | 17.75% | - | 531,249 | $33.62M | $63.29 | No quote |
| 4 | EFX | EQUIFAX INC | 15.04% | Add +156.9% | 241,503 | $28.48M | $117.92 | No quote |
| 5 | V | VISA INC | 4.94% | - | 82,000 | $9.35M | $114.02 | No quote |
| 6 | INTU | INTUIT | 4.87% | - | 58,500 | $9.23M | $157.78 | No quote |
| 7 | MA | MASTERCARD INCORPORATED | 2.78% | - | 34,750 | $5.26M | $151.37 | No quote |
| 8 | AZPN | ASPEN TECHNOLOGY INC | 1.11% | - | 31,713 | $2.1M | No quote | No quote |