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 | 22.21% | Add +2.1% | 1,574,417 | $496.7M | $315.48 | |
| 2 | SPGI | S&P GLOBAL INC | 19.52% | Add +8.9% | 1,295,275 | $436.59M | $337.06 | |
| 3 | FICO | FAIR ISAAC CORP | 17.26% | Add +7.1% | 963,048 | $386.09M | $400.90 | |
| 4 | MCO | MOODYS CORP | 14.10% | Add +7.2% | 1,159,004 | $315.21M | $271.97 | |
| 5 | V | VISA INC | 8.57% | - | 973,477 | $191.67M | $196.89 | |
| 6 | AMZN | AMAZON COM INC | 7.76% | -20:1 split | 1,634,300 | $173.58M | $106.21 | |
| 7 | ADBE | ADOBE SYSTEMS INCORPORATED | 4.03% | - | 246,305 | $90.16M | $366.06 | |
| 8 | INTU | INTUIT | 3.38% | - | 196,071 | $75.57M | $385.44 | |
| 9 | ADSK | AUTODESK INC | 1.72% | - | 224,034 | $38.53M | $171.96 | |
| 10 | AZPN | ASPEN TECHNOLOGY INC | 1.44% | Reduce -58.0% | 175,485 | $32.23M | No quote | No quote |