Valley Forge Capital Management
Long Only- Manager
- Valley Forge
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $3.12B
- Positions
- 7
- CIK
- 0001697868
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Fair Isaac CorpFICOHISTORY | 25.77% | (12.6%) | $803.1M | 672,186 | (97,156) | 3.11% | 13F |
| 2 | S&P Global IncSPGIHISTORY | 19.92% | (13.3%) | $620.7M | 1,524,036 | (234,038) | — | 13F |
| 3 | Moodys CorpMCOHISTORY | 19.14% | — | $596.6M | 1,317,188 | — | 0.76% | 13F |
| 4 | Mastercard IncorporatedMAHISTORY | 17.57% | (28.3%) | $547.5M | 1,065,934 | (421,562) | 0.87% | 13F |
| 5 | ASML Hldg NVASMLHISTORY | 10.92% | — | $340.4M | 171,083 | — | 0.04% | 13F |
| 6 | Visa IncVHISTORY | 5.10% | (22.7%) | $158.8M | 462,978 | (135,775) | 0.10% | 13F |
| 7 | IntuitINTUHISTORY | 1.58% | — | $49.3M | 189,072 | — | 0.07% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology