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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 · 2023Q3
8 positions
1
FICOFAIR ISAAC CORP
Technology·Software - Application
27.94%
of portfolio
Number of shares
943,048 sh
Holdings current value
$819.07M
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
20.64%
of portfolio
Number of shares
1,655,561 sh
Holdings current value
$604.96M
Avg closing price
$321.91
+37.5%
Last action
Added 0.2%
2025Q4
Current $442.57
3
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
20.11%
of portfolio
Number of shares
1,489,102 sh
Holdings current value
$589.55M
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
13.14%
of portfolio
Number of shares
1,218,410 sh
Holdings current value
$385.22M
Avg closing price
$252.61
+80.3%
Last action
Added 0.3%
2025Q4
Current $455.35
5
INTUINTUIT
Technology·Software - Application
7.75%
of portfolio
Number of shares
444,881 sh
Holdings current value
$227.31M
Avg closing price
$370.06
+6.3%
Last action
Trimmed 8.2%
2025Q4
Current $393.25
6
VVISA INC
Financial Services·Credit Services
7.10%
of portfolio
Number of shares
904,977 sh
Holdings current value
$208.15M
Avg closing price
$183.65
+72.6%
Last action
Added 0.5%
2025Q4
Current $317.02
7
AZPN1USDASPEN TECHNOLOGY INC
2.06%
of portfolio
Number of shares
295,485 sh
Holdings current value
$60.36M
Avg closing price
$177.15
Last action
Exited
2024Q4
Current —
8
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
1.26%
of portfolio
Number of shares
62,903 sh
Holdings current value
$37.03M
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
27.94% · +23.6%
SPGI
20.64% · +21.1%
MA
20.11% · +31.7%
MCO
13.14% · +44.0%
INTU
7.75% · -23.0%
V
7.10% · +37.8%
AZPN1USD
2.06%
ASML
1.26% · +148.0%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services4 pos$1.79B62.3%
  • Technology3 pos$1.08B37.7%
(2.1% unclassified, excluded from %)