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 9 rows. Rows without a quote are marked unavailable.
| 1 | SPGI | S&P GLOBAL INC | 21.55% | Add +0.3% | 1,276,544 | $542.39M | $424.89 | |
| 2 | MA | MASTERCARD INCORPORATED | 19.08% | Add +2.1% | 1,381,123 | $480.19M | $347.68 | |
| 3 | MCO | MOODYS CORP | 16.31% | Add +0.1% | 1,156,246 | $410.6M | $355.11 | |
| 4 | FICO | FAIR ISAAC CORP | 11.46% | Add +7.9% | 724,711 | $288.38M | $397.93 | |
| 5 | AMZN | AMAZON COM INC | 10.56% | Add +2.8% | 80,915 | $265.81M | $3285.04 | |
| 6 | V | VISA INC | 8.98% | - | 1,015,303 | $226.16M | $222.75 | |
| 7 | INTU | INTUIT | 4.61% | - | 215,221 | $116.11M | $539.51 | |
| 8 | ADBE | ADOBE SYSTEMS INCORPORATED | 4.58% | Add +3.0% | 200,077 | $115.19M | $575.72 | |
| 9 | ADSK | AUTODESK INC | 2.87% | - | 253,608 | $72.32M | $285.17 |