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 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 34.39% | Reduce -3.0% | 784,122 | $1.56B | $1990.93 | |
| 2 | SPGI | S&P GLOBAL INC | 19.25% | Add +2.9% | 1,755,098 | $874.09M | $498.03 | |
| 3 | MA | MASTERCARD INCORPORATED | 17.22% | - | 1,484,772 | $781.84M | $526.57 | |
| 4 | MCO | MOODYS CORP | 13.70% | Add +2.0% | 1,314,144 | $622.08M | $473.37 | |
| 5 | V | VISA INC | 6.35% | - | 912,017 | $288.23M | $316.04 | |
| 6 | INTU | INTUIT | 5.57% | Reduce -9.6% | 402,281 | $252.83M | $628.50 | |
| 7 | ASML | ASML HOLDING N V | 1.92% | - | 125,627 | $87.07M | $693.08 | |
| 8 | EFX | EQUIFAX INC | 0.81% | New | 144,000 | $36.7M | $254.85 | |
| 9 | MSCI | MSCI INC | 0.79% | New | 59,700 | $35.82M | $600.01 | |
| 10 | AZPN | ASPEN TECHNOLOGY INC | - | Sold | 0 | $0 | No quote | No quote |