# Valley Forge Capital — Valley Forge Capital Management

Source: SEC EDGAR 13F filings (CIK 0001697868).
Page URL: https://superinvestorclub.com/manager/3195
Last updated: 2026-07-08T12:25:46.906Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Valley Forge Capital reported 7 long equity positions in their Valley Forge Capital Management 13F filing, with a total reported value of $3.38B.

### About

Concentrated long-term equity investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | FICO | FAIR ISAAC CORP | 769342 | $821.3M | 24.33% | -0.0% |
| 2 | SPGI | S&P GLOBAL INC | 1758074 | $747.8M | 22.15% | -0.0% |
| 3 | MA | MASTERCARD INCORPORATED | 1487496 | $743.2M | 22.02% | +0.0% |
| 4 | MCO | MOODYS CORP | 1317188 | $574.6M | 17.02% | -0.0% |
| 5 | ASMLF | ASML HOLDING N V | 171083 | $226.0M | 6.69% | +35.5% |
| 6 | V | VISA INC | 598753 | $181.0M | 5.36% | -34.7% |
| 7 | INTU | INTUIT | 189072 | $81.8M | 2.42% | -14.5% |

## New positions this quarter (0)


## Increased positions (2)

- MA: 1487496 shares (+0.0%), $743.2M
- ASMLF: 171083 shares (+35.5%), $226.0M

## Reduced positions (5)

- FICO: 769342 shares (-0.0%), $821.3M
- SPGI: 1758074 shares (-0.0%), $747.8M
- MCO: 1317188 shares (-0.0%), $574.6M
- V: 598753 shares (-34.7%), $181.0M
- INTU: 189072 shares (-14.5%), $81.8M

## Sold positions (2)

- MSCI: previously held 60770 shares worth $34.9M
- EFX: previously held 146352 shares worth $31.8M

## Filing history (5)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)

## Citation

When citing, use: "Valley Forge Capital, Valley Forge Capital Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/3195)".