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 2026-05-10 from SEC 13F data.
Live quotes available for 7 of 8 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 30.02% | Reduce -2.5% | 880,748 | $1.1B | $1249.61 | |
| 2 | MA | MASTERCARD INCORPORATED | 19.50% | - | 1,484,772 | $715.02M | $481.57 | |
| 3 | SPGI | S&P GLOBAL INC | 19.21% | - | 1,655,561 | $704.36M | $425.45 | |
| 4 | MCO | MOODYS CORP | 13.06% | - | 1,218,410 | $478.87M | $393.03 | |
| 5 | INTU | INTUIT | 7.89% | - | 444,881 | $289.17M | $650.00 | |
| 6 | V | VISA INC | 6.94% | - | 912,017 | $254.53M | $279.08 | |
| 7 | AZPN | ASPEN TECHNOLOGY INC | 1.72% | - | 295,485 | $63.02M | No quote | No quote |
| 8 | ASML | ASML HOLDING N V | 1.66% | - | 62,903 | $61.05M | $970.47 |