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 2026-05-07 from SEC 13F data.
Live quotes available for 9 of 9 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 32.29% | Reduce -2.0% | 768,422 | $1.42B | $1844.16 | |
| 2 | SPGI | S&P GLOBAL INC | 20.32% | - | 1,755,098 | $891.77M | $508.10 | |
| 3 | MA | MASTERCARD INCORPORATED | 18.54% | - | 1,484,772 | $813.83M | $548.12 | |
| 4 | MCO | MOODYS CORP | 13.94% | - | 1,314,144 | $611.98M | $465.69 | |
| 5 | V | VISA INC | 7.28% | - | 912,017 | $319.63M | $350.46 | |
| 6 | INTU | INTUIT | 4.16% | Reduce -26.1% | 297,360 | $182.58M | $613.99 | |
| 7 | ASML | ASML HOLDING N V | 1.90% | - | 125,627 | $83.24M | $662.63 | |
| 8 | EFX | EQUIFAX INC | 0.80% | - | 144,000 | $35.07M | $243.56 | |
| 9 | MSCI | MSCI INC | 0.77% | - | 59,700 | $33.76M | $565.50 |