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.
Get email alerts when Valley Forge Capital Management files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 23.41% | - | 963,048 | $576.46M | $598.58 | |
| 2 | MA | MASTERCARD INCORPORATED | 21.96% | Reduce -1.2% | 1,555,667 | $540.95M | $347.73 | |
| 3 | SPGI | S&P GLOBAL INC | 18.94% | Add +7.5% | 1,392,653 | $466.46M | $334.94 | |
| 4 | MCO | MOODYS CORP | 13.78% | Add +5.1% | 1,218,410 | $339.47M | $278.62 | |
| 5 | V | VISA INC | 8.48% | Add +3.2% | 1,004,777 | $208.75M | $207.76 | |
| 6 | AMZN | AMAZON COM INC | 3.77% | Reduce -32.4% | 1,105,393 | $92.85M | $84.00 | |
| 7 | ADBE | ADOBE SYSTEMS INCORPORATED | 3.37% | - | 246,305 | $82.89M | $336.53 | |
| 8 | INTU | INTUIT | 3.13% | - | 198,071 | $77.09M | $389.22 | |
| 9 | ADSK | AUTODESK INC | 1.70% | - | 224,034 | $41.87M | $186.87 | |
| 10 | AZPN | ASPEN TECHNOLOGY INC | 1.46% | - | 175,485 | $36.04M | No quote | No quote |