Valley Forge Capital Management
As of Q1 2026, this manager reported 7 long-equity positions worth $3.38B in aggregate.
As of Q1 2026, Valley Forge Capital Management's Valley Forge Capital Management held 7 long-equity positions with a reported value of $3.38B.
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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 | 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 |