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 | 33.78% | Reduce -0.3% | 877,748 | $1.31B | $1488.66 | |
| 2 | SPGI | S&P GLOBAL INC | 19.09% | - | 1,655,561 | $738.38M | $446.00 | |
| 3 | MA | MASTERCARD INCORPORATED | 16.94% | - | 1,484,772 | $655.02M | $441.16 | |
| 4 | MCO | MOODYS CORP | 13.26% | - | 1,218,410 | $512.87M | $420.93 | |
| 5 | INTU | INTUIT | 7.56% | - | 444,881 | $292.38M | $657.21 | |
| 6 | V | VISA INC | 6.19% | - | 912,017 | $239.38M | $262.47 | |
| 7 | ASML | ASML HOLDING N V | 1.66% | - | 62,903 | $64.33M | $1022.73 | |
| 8 | AZPN | ASPEN TECHNOLOGY INC | 1.52% | - | 295,485 | $58.69M | No quote | No quote |