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 2026-05-10 from SEC 13F data.
Live quotes available for 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 25.87% | - | 943,048 | $763.12M | $809.21 | |
| 2 | SPGI | S&P GLOBAL INC | 22.50% | Add +18.9% | 1,655,561 | $663.7M | $400.89 | |
| 3 | MA | MASTERCARD INCORPORATED | 19.85% | - | 1,489,102 | $585.66M | $393.30 | |
| 4 | MCO | MOODYS CORP | 14.36% | - | 1,218,410 | $423.67M | $347.72 | |
| 5 | V | VISA INC | 7.29% | - | 904,977 | $214.91M | $237.48 | |
| 6 | INTU | INTUIT | 6.91% | - | 444,881 | $203.84M | $458.19 | |
| 7 | AZPN | ASPEN TECHNOLOGY INC | 1.68% | Add +68.4% | 295,485 | $49.53M | No quote | No quote |
| 8 | ASML | ASML HOLDING N V | 1.55% | New | 62,903 | $45.59M | $724.75 | |
| 10 | ADSK | AUTODESK INC | - | Sold | 0 | $0 | No quote | No quote |
| 9 | ADBE | ADOBE SYSTEMS INCORPORATED | - | Sold | 0 | $0 | No quote | No quote |