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 | 24.81% | Add +15.8% | 633,998 | $228.62M | $360.60 | |
| 2 | MCO | MOODYS CORP | 18.51% | Add +3.3% | 588,529 | $170.59M | $289.85 | |
| 3 | MA | MASTERCARD INCORPORATED | 16.32% | Add +0.8% | 444,650 | $150.37M | $338.17 | |
| 4 | FICO | FAIR ISAAC CORP | 15.71% | - | 340,278 | $144.75M | $425.38 | |
| 5 | V | VISA INC | 10.48% | - | 482,922 | $96.57M | $199.97 | |
| 6 | INTU | INTUIT | 4.10% | - | 115,741 | $37.76M | $326.21 | |
| 7 | ADBE | ADOBE SYSTEMS INCORPORATED | 3.80% | - | 71,500 | $35.07M | $490.43 | |
| 8 | ADSK | AUTODESK INC | 3.45% | - | 137,624 | $31.79M | $231.01 | |
| 9 | AZPN | ASPEN TECHNOLOGY INC | 2.49% | - | 181,266 | $22.95M | No quote | No quote |
| 10 | AMZN | AMAZON COM INC | 0.34% | - | 1,000 | $3.15M | $3149.00 |