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 2026-05-07 from SEC 13F data.
Live quotes available for 9 of 9 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 29.49% | Add +0.1% | 769,424 | $1.3B | $1690.62 | |
| 2 | SPGI | S&P GLOBAL INC | 20.83% | Add +0.2% | 1,758,179 | $918.81M | $522.59 | |
| 3 | MA | MASTERCARD INCORPORATED | 19.25% | Add +0.2% | 1,487,409 | $849.13M | $570.88 | |
| 4 | MCO | MOODYS CORP | 15.25% | Add +0.2% | 1,317,292 | $672.94M | $510.85 | |
| 5 | V | VISA INC | 7.29% | Add +0.5% | 916,410 | $321.39M | $350.71 | |
| 6 | INTU | INTUIT | 3.32% | Reduce -15.3% | 221,236 | $146.55M | $662.42 | |
| 7 | ASML | ASML HOLDING N V | 3.06% | Add +0.5% | 126,242 | $135.06M | $1069.86 | |
| 8 | MSCI | MSCI INC | 0.79% | Add +1.8% | 60,770 | $34.87M | $573.73 | |
| 9 | EFX | EQUIFAX INC | 0.72% | Add +1.6% | 146,352 | $31.76M | $216.98 |