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 2026-05-08 from SEC 13F data.
Live quotes available for 7 of 8 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 34.93% | Reduce -7.9% | 808,793 | $1.57B | $1943.52 | |
| 2 | SPGI | S&P GLOBAL INC | 19.58% | Add +3.0% | 1,705,898 | $881.3M | $516.62 | |
| 3 | MA | MASTERCARD INCORPORATED | 16.29% | - | 1,484,772 | $733.18M | $493.80 | |
| 4 | MCO | MOODYS CORP | 13.59% | Add +5.8% | 1,288,444 | $611.48M | $474.59 | |
| 5 | INTU | INTUIT | 6.14% | - | 444,881 | $276.27M | $621.00 | |
| 6 | V | VISA INC | 5.57% | - | 912,017 | $250.76M | $274.95 | |
| 7 | ASML | ASML HOLDING N V | 2.33% | Add +99.7% | 125,627 | $104.68M | $833.25 | |
| 8 | AZPN | ASPEN TECHNOLOGY INC | 1.57% | - | 295,485 | $70.57M | No quote | No quote |