Hedge Fund · CIK 0001697868
Valley Forge Capital
Valley Forge Capital, a hedge fund overseeing $4.41B in disclosed equity holdings (SEC CIK 0001697868). The latest 13F filing (2025Q4) discloses 9 positions across 3 sectors, with the largest positions in FICO, SPGI and MA. On a mark-to-market basis the tracked portfolio has declined 22.0% over the past year. OpenStocks tracks 37 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$4.41B
Positions
9
Quarter
2025Q4
Filings tracked
37
Biggest winner since filing
FICOFAIR ISAAC CORP
+192.2%
+$540.8M
Biggest loser since filing
MSCIMSCI INC
-5.8%
−$2.1M
Investment strategy
Valley Forge Capital is a mid-size fund with a highly concentrated portfolio tilted toward financial services names. 64% of the disclosed equity book is in Financial Services.
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<iframe src="https://openstocks.me/embed/stock/FICO" width="100%" height="480" frameborder="0" loading="lazy" title="FICO chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>Holdings
3 sectors9 positions
Top 3 = 69% of book · FICO, SPGI, MA
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Performance
vs SPY37 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
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Options & derivatives
No options
Valley Forge Capital has no PUT or CALL positions disclosed in this quarter's 13F.
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Activity & trades
Quarter-by-quarterLast move 2025Q4
TRIM INTU — and 4 more recent moves.
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