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 8 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 27.94% | - | 943,048 | $819.07M | $868.53 | |
| 2 | SPGI | S&P GLOBAL INC | 20.64% | - | 1,655,561 | $604.96M | $365.41 | |
| 3 | MA | MASTERCARD INCORPORATED | 20.11% | - | 1,489,102 | $589.55M | $395.91 | |
| 4 | MCO | MOODYS CORP | 13.14% | - | 1,218,410 | $385.22M | $316.17 | |
| 5 | INTU | INTUIT | 7.75% | - | 444,881 | $227.31M | $510.94 | |
| 6 | V | VISA INC | 7.10% | - | 904,977 | $208.15M | $230.01 | |
| 7 | AZPN | ASPEN TECHNOLOGY INC | 2.06% | - | 295,485 | $60.36M | No quote | No quote |
| 8 | ASML | ASML HOLDING N V | 1.26% | - | 62,903 | $37.03M | $588.66 |