OpenStocks
Super InvestorsCongress TradesInsider TradingETFsSectors
Pro
···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Valley Forge Capital
  • Overview
  • Portfolio9
  • Performance37Q
  • Options
  • Activity145
  • News
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 · 2025Q1
9 positions
1
FICOFAIR ISAAC CORP
Technology·Software - Application
32.29%
of portfolio
Number of shares
768,422 sh
Holdings current value
$1.42B
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
20.32%
of portfolio
Number of shares
1,755,098 sh
Holdings current value
$891.77M
Avg closing price
$321.91
+37.5%
Last action
Added 0.2%
2025Q4
Current $442.57
3
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
18.54%
of portfolio
Number of shares
1,484,772 sh
Holdings current value
$813.83M
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
13.94%
of portfolio
Number of shares
1,314,144 sh
Holdings current value
$611.98M
Avg closing price
$252.61
+80.3%
Last action
Added 0.2%
2025Q4
Current $455.35
5
VVISA INC
Financial Services·Credit Services
7.28%
of portfolio
Number of shares
912,017 sh
Holdings current value
$319.63M
Avg closing price
$183.65
+72.6%
Last action
Added 0.5%
2025Q4
Current $317.02
6
INTUINTUIT
Technology·Software - Application
4.16%
of portfolio
Number of shares
297,360 sh
Holdings current value
$182.58M
Avg closing price
$370.06
+6.3%
Last action
Trimmed 11.8%
2025Q4
Current $393.25
7
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
1.90%
of portfolio
Number of shares
125,627 sh
Holdings current value
$83.24M
Avg closing price
$780.34
+87.1%
Last action
Added 0.5%
2025Q4
Current $1460
8
EFXEQUIFAX INC
Industrials·Consulting Services
0.80%
of portfolio
Number of shares
144,000 sh
Holdings current value
$35.07M
Avg closing price
$115.41
+70.0%
Last action
Added 1.7%
2025Q4
Current $196.22
9
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.77%
of portfolio
Number of shares
59,700 sh
Holdings current value
$33.76M
Avg closing price
$599.55
-5.2%
Last action
Added 1.8%
2025Q4
Current $568.55

Portfolio heatmap

Box size = % of portfolio · color = return since filing
FICO
32.29% · -41.8%
SPGI
20.32% · -12.9%
MA
18.54% · -4.9%
MCO
13.94% · -2.2%
V
7.28% · -9.5%
INTU
4.16% · -36.0%
ASML
1.90% · +120.3%
EFX
0.80% · -19.4%
MSCI
0.77% · +0.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services5 pos$2.67B60.9%
  • Technology3 pos$1.68B38.3%
  • Industrials1 pos$35.1M0.8%