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 8 of 10 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 23.95% | - | 333,078 | $90.47M | $271.63 | No quote |
| 2 | SPGI | S&P GLOBAL INC | 22.70% | - | 407,407 | $85.78M | $210.55 | No quote |
| 3 | MCO | MOODYS CORP | 20.17% | Add +9.3% | 420,915 | $76.22M | $181.09 | No quote |
| 4 | V | VISA INC | 18.60% | Add +389.1% | 449,922 | $70.27M | $156.19 | No quote |
| 5 | INTU | INTUIT | 6.55% | Add +17.4% | 94,641 | $24.74M | $261.41 | No quote |
| 6 | ADSK | AUTODESK INC | 4.46% | - | 108,050 | $16.84M | $155.82 | No quote |
| 7 | MA | MASTERCARD INC | 2.23% | - | 35,750 | $8.42M | $235.44 | No quote |
| 8 | AZPN | ASPEN TECHNOLOGY INC | 0.88% | - | 31,713 | $3.31M | No quote | No quote |
| 9 | AMZN | AMAZON COM INC | 0.47% | - | 1,000 | $1.78M | $1781.00 | No quote |
| 10 | MNST | MONSTER BEVERAGE CORP NEW | - | Sold | 0 | $0 | No quote | No quote |