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 | 29.89% | Reduce -4.2% | 903,587 | $1.05B | $1164.01 | |
| 2 | SPGI | S&P GLOBAL INC | 20.73% | - | 1,655,561 | $729.31M | $440.52 | |
| 3 | MA | MASTERCARD INCORPORATED | 18.00% | Reduce -0.3% | 1,484,772 | $633.27M | $426.51 | |
| 4 | MCO | MOODYS CORP | 13.53% | - | 1,218,410 | $475.86M | $390.56 | |
| 5 | INTU | INTUIT | 7.90% | - | 444,881 | $278.06M | $625.03 | |
| 6 | V | VISA INC | 6.75% | Add +0.8% | 912,017 | $237.44M | $260.35 | |
| 7 | AZPN | ASPEN TECHNOLOGY INC | 1.85% | - | 295,485 | $65.05M | No quote | No quote |
| 8 | ASML | ASML HOLDING N V | 1.35% | - | 62,903 | $47.61M | $756.92 |