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 2026-05-16 from SEC 13F data.
Live quotes available for 7 of 9 rows. Rows without a quote are marked unavailable.
| 1 | FICO | FAIR ISAAC CORP | 24.33% | Reduce -0.0% | 769,342 | $821.3M | $1067.54 | |
| 2 | SPGI | S&P GLOBAL INC | 22.15% | Reduce -0.0% | 1,758,074 | $747.78M | $425.34 | |
| 3 | MA | MASTERCARD INCORPORATED | 22.02% | Add +0.0% | 1,487,496 | $743.24M | $499.66 | |
| 4 | MCO | MOODYS CORP | 17.02% | Reduce -0.0% | 1,317,188 | $574.62M | $436.25 | |
| 5 | ASML | ASML HOLDING N V | 6.69% | Add +35.5% | 171,083 | $225.97M | $1320.83 | |
| 6 | V | VISA INC | 5.36% | Reduce -34.7% | 598,753 | $180.97M | $302.24 | |
| 7 | INTU | INTUIT | 2.42% | Reduce -14.5% | 189,072 | $81.75M | $432.38 | |
| 9 | MSCI | MSCI INC | - | Sold | 0 | $0 | No quote | No quote |
| 8 | EFX | EQUIFAX INC | - | Sold | 0 | $0 | No quote | No quote |