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 | 20.96% | Add +7.0% | 1,541,857 | $551.03M | $357.38 | |
| 2 | SPGI | S&P GLOBAL INC | 18.56% | Add +6.9% | 1,189,361 | $487.85M | $410.18 | |
| 3 | FICO | FAIR ISAAC CORP | 15.95% | Add +0.5% | 899,130 | $419.41M | $466.46 | |
| 4 | MCO | MOODYS CORP | 13.87% | Add +5.2% | 1,080,881 | $364.7M | $337.41 | |
| 5 | AMZN | AMAZON COM INC | 10.13% | - | 81,715 | $266.39M | $3259.95 | |
| 6 | V | VISA INC | 8.21% | Add +4.3% | 973,477 | $215.89M | $221.77 | |
| 7 | ADBE | ADOBE SYSTEMS INCORPORATED | 4.27% | - | 246,305 | $112.22M | $455.62 | |
| 8 | INTU | INTUIT | 3.59% | - | 196,071 | $94.28M | $480.84 | |
| 9 | AZPN | ASPEN TECHNOLOGY INC | 2.63% | New | 417,823 | $69.1M | No quote | No quote |
| 10 | ADSK | AUTODESK INC | 1.83% | Reduce -11.7% | 224,034 | $48.02M | $214.35 |