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
- +9.40%
- 1-year
- -9.46%
- 3-year
- +36.16%
- 5-year
- +44.89%
- 3-year vs S&P 500
- -37.09%
- 5-year vs S&P 500
- -28.80%
- 5-year top 5
- +43.61%
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 2026-09-19 from SEC 13F data.
Live quotes available for 8 of 9 rows. Rows without a quote are marked unavailable.
| 1 | SPGI | S&P GLOBAL INC | 23.04% | - | 421,407 | $103.24M | $244.98 | No quote |
| 2 | FICO | FAIR ISAAC CORP | 22.56% | - | 333,078 | $101.1M | $303.52 | No quote |
| 3 | MCO | MOODYS CORP | 20.43% | Add +6.2% | 446,915 | $91.54M | $204.83 | No quote |
| 4 | V | VISA INC | 18.54% | Add +3.0% | 482,922 | $83.07M | $172.01 | No quote |
| 5 | INTU | INTUIT | 5.62% | - | 94,641 | $25.17M | $265.94 | No quote |
| 6 | MA | MASTERCARD INC | 4.66% | Add +115.0% | 76,850 | $20.87M | $271.57 | No quote |
| 7 | ADSK | AUTODESK INC | 3.56% | - | 108,050 | $15.96M | $147.70 | No quote |
| 8 | AZPN | ASPEN TECHNOLOGY INC | 1.20% | Add +38.1% | 43,813 | $5.39M | No quote | No quote |
| 9 | AMZN | AMAZON COM INC | 0.39% | - | 1,000 | $1.74M | $1736.00 | No quote |