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 9 rows. Rows without a quote are marked unavailable.
| 1 | SPGI | S&P GLOBAL INC | 22.73% | Add +3.9% | 437,960 | $107.32M | $245.05 | |
| 2 | FICO | FAIR ISAAC CORP | 22.17% | Add +2.2% | 340,278 | $104.7M | $307.69 | |
| 3 | MCO | MOODYS CORP | 20.15% | - | 449,915 | $95.16M | $211.50 | |
| 4 | V | VISA INC | 16.48% | - | 482,922 | $77.81M | $161.12 | |
| 5 | MA | MASTERCARD INC | 8.99% | Add +107.0% | 175,650 | $42.43M | $241.56 | |
| 6 | INTU | INTUIT | 4.61% | - | 94,641 | $21.77M | $230.00 | |
| 7 | ADSK | AUTODESK INC | 3.57% | - | 108,050 | $16.87M | $156.10 | |
| 8 | AZPN | ASPEN TECHNOLOGY INC | 0.88% | - | 43,813 | $4.17M | No quote | No quote |
| 9 | AMZN | AMAZON COM INC | 0.41% | - | 1,000 | $1.95M | $1950.00 |