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 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | SPGI | S&P GLOBAL INC | 21.93% | Add +25.0% | 547,505 | $180.39M | $329.48 | |
| 2 | MCO | MOODYS CORP | 19.02% | Add +26.6% | 569,529 | $156.47M | $274.73 | |
| 3 | FICO | FAIR ISAAC CORP | 17.29% | - | 340,278 | $142.25M | $418.04 | |
| 4 | MA | MASTERCARD INCORPORATED | 15.86% | Add +151.2% | 441,150 | $130.45M | $295.70 | |
| 5 | V | VISA INC | 11.34% | - | 482,922 | $93.29M | $193.17 | |
| 6 | INTU | INTUIT | 4.17% | Add +22.3% | 115,741 | $34.28M | $296.19 | |
| 7 | ADSK | AUTODESK INC | 4.00% | Add +27.4% | 137,624 | $32.92M | $239.19 | |
| 8 | ADBE | ADOBE INC | 3.78% | New | 71,500 | $31.13M | $435.31 | |
| 9 | AZPN | ASPEN TECHNOLOGY INC | 2.28% | Add +313.7% | 181,266 | $18.78M | No quote | No quote |
| 10 | AMZN | AMAZON COM INC | 0.34% | - | 1,000 | $2.76M | $2759.00 |