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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Valley Forge Capital
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  • Portfolio9
  • Performance37Q
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Hedge Fund · CIK 0001697868

Valley Forge Capital

Share
  • Financials-Focused
  • Highly Concentrated
  • Mid-Size Fund

Valley Forge Capital, a hedge fund overseeing $4.41B in disclosed equity holdings (SEC CIK 0001697868). The latest portfolio (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 returned 2.0% over the past year. OpenStocks tracks 37 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Valley's filingsView holdings↓
Portfolio
$4.41B
Positions
9
Quarter
2025Q4
Filings tracked
37
1Y+2.0%Since filing+268.3%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2023Q2
8 positions
1
FICOFAIR ISAAC CORP
Technology·Software - Application
25.87%
of portfolio
Number of shares
943,048 sh
Holdings current value
$763.12M
Avg closing price
$366.12
+193.2%
Last action
Added 0.1%
2025Q4
Current $1074
2
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
22.50%
of portfolio
Number of shares
1,655,561 sh
Holdings current value
$663.70M
Avg closing price
$321.91
+37.5%
Last action
Added 0.2%
2025Q4
Current $442.57
3
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
19.85%
of portfolio
Number of shares
1,489,102 sh
Holdings current value
$585.66M
Avg closing price
$330.89
+57.5%
Last action
Added 0.2%
2025Q4
Current $521.30
4
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
14.36%
of portfolio
Number of shares
1,218,410 sh
Holdings current value
$423.67M
Avg closing price
$252.61
+80.3%
Last action
Added 0.3%
2025Q4
Current $455.35
5
VVISA INC
Financial Services·Credit Services
7.29%
of portfolio
Number of shares
904,977 sh
Holdings current value
$214.91M
Avg closing price
$183.65
+72.6%
Last action
Added 0.5%
2025Q4
Current $317.02
6
INTUINTUIT
Technology·Software - Application
6.91%
of portfolio
Number of shares
444,881 sh
Holdings current value
$203.84M
Avg closing price
$370.06
+6.3%
Last action
Trimmed 8.2%
2025Q4
Current $393.25
7
AZPN1USDASPEN TECHNOLOGY INC
1.68%
of portfolio
Number of shares
295,485 sh
Holdings current value
$49.53M
Avg closing price
$177.15
Last action
Exited
2024Q4
Current —
8
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
1.55%
of portfolio
Number of shares
62,903 sh
Holdings current value
$45.59M
Avg closing price
$780.34
+87.1%
Last action
Added 1.0%
2025Q4
Current $1460

Portfolio heatmap

Box size = % of portfolio · color = return since filing
FICO
25.87% · +32.7%
SPGI
22.50% · +10.4%
MA
19.85% · +32.5%
MCO
14.36% · +31.0%
V
7.29% · +33.5%
INTU
6.91% · -14.2%
AZPN1USD
1.68%
ASML
1.55% · +101.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services4 pos$1.89B65.1%
  • Technology3 pos$1.01B34.9%
(1.7% unclassified, excluded from %)