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 | MA | MASTERCARD INCORPORATED | 22.43% | Add +52.2% | 676,614 | $241.51M | $356.94 | |
| 2 | SPGI | S&P GLOBAL INC | 19.71% | Add +1.8% | 645,541 | $212.21M | $328.73 | |
| 3 | FICO | FAIR ISAAC CORP | 16.44% | Add +1.8% | 346,278 | $176.96M | $511.04 | |
| 4 | MCO | MOODYS CORP | 16.00% | Add +0.8% | 593,529 | $172.27M | $290.24 | |
| 5 | V | VISA INC | 10.93% | Add +11.4% | 538,122 | $117.7M | $218.73 | |
| 6 | INTU | INTUIT | 4.08% | - | 115,741 | $43.96M | $379.85 | |
| 7 | ADSK | AUTODESK INC | 3.90% | - | 137,624 | $42.02M | $305.34 | |
| 8 | ADBE | ADOBE SYSTEMS INCORPORATED | 3.74% | Add +12.6% | 80,500 | $40.26M | $500.12 | |
| 9 | AZPN | ASPEN TECHNOLOGY INC | 2.45% | Add +11.6% | 202,266 | $26.35M | No quote | No quote |
| 10 | AMZN | AMAZON COM INC | 0.30% | - | 1,000 | $3.26M | $3257.00 |