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 10 of 11 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 25.33% | Add +4.4% | 333,078 | $76.13M | $228.55 | No quote |
| 2 | SPGI | S&P GLOBAL INC | 24.03% | Add +22.3% | 369,532 | $72.2M | $195.39 | No quote |
| 3 | MCO | MOODYS CORP | 20.55% | Add +5.1% | 369,415 | $61.77M | $167.20 | No quote |
| 4 | MNST | MONSTER BEVERAGE CORP NEW | 11.80% | - | 608,230 | $35.45M | $58.28 | No quote |
| 5 | INTU | INTUIT | 4.43% | - | 58,500 | $13.3M | $227.40 | No quote |
| 6 | V | VISA INC | 4.10% | - | 82,000 | $12.31M | $150.09 | No quote |
| 7 | ADSK | AUTODESK INC | 3.96% | New | 76,200 | $11.9M | $156.12 | No quote |
| 8 | MA | MASTERCARD INCORPORATED | 2.57% | - | 34,750 | $7.74M | $222.62 | No quote |
| 9 | META | FACEBOOK INC | 1.37% | - | 25,000 | $4.11M | $164.48 | No quote |
| 10 | AZPN | ASPEN TECHNOLOGY INC | 1.20% | - | 31,713 | $3.61M | No quote | No quote |
| 11 | AMZN | AMAZON COM INC | 0.67% | - | 1,000 | $2M | $2003.00 | No quote |