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.
Get email alerts when Valley Forge Capital Management files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 8 of 9 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 24.80% | - | 333,078 | $104.59M | $314.02 | No quote |
| 2 | SPGI | S&P GLOBAL INC | 22.76% | Add +3.4% | 421,407 | $95.99M | $227.79 | No quote |
| 3 | MCO | MOODYS CORP | 19.49% | - | 420,915 | $82.21M | $195.31 | No quote |
| 4 | V | VISA INC | 19.29% | Add +4.2% | 468,922 | $81.38M | $173.55 | No quote |
| 5 | INTU | INTUIT | 5.86% | - | 94,641 | $24.73M | $261.33 | No quote |
| 6 | ADSK | AUTODESK INC | 4.17% | - | 108,050 | $17.6M | $162.90 | No quote |
| 7 | MA | MASTERCARD INC | 2.24% | - | 35,750 | $9.46M | $264.53 | No quote |
| 8 | AZPN | ASPEN TECHNOLOGY INC | 0.93% | - | 31,713 | $3.94M | No quote | No quote |
| 9 | AMZN | AMAZON COM INC | 0.45% | - | 1,000 | $1.89M | $1894.00 | No quote |