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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
  • Overview
  • 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 · 2025Q2
9 positions
1
FICOFAIR ISAAC CORP
Technology·Software - Application
31.03%
of portfolio
Number of shares
768,422 sh
Holdings current value
$1.40B
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
20.44%
of portfolio
Number of shares
1,755,098 sh
Holdings current value
$925.45M
Avg closing price
$321.91
+37.5%
Last action
Added 0.2%
2025Q4
Current $442.57
3
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
18.43%
of portfolio
Number of shares
1,484,772 sh
Holdings current value
$834.35M
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
14.56%
of portfolio
Number of shares
1,314,144 sh
Holdings current value
$659.16M
Avg closing price
$252.61
+80.3%
Last action
Added 0.2%
2025Q4
Current $455.35
5
VVISA INC
Financial Services·Credit Services
7.15%
of portfolio
Number of shares
912,017 sh
Holdings current value
$323.81M
Avg closing price
$183.65
+72.6%
Last action
Added 0.5%
2025Q4
Current $317.02
6
INTUINTUIT
Technology·Software - Application
4.58%
of portfolio
Number of shares
263,312 sh
Holdings current value
$207.39M
Avg closing price
$370.06
+6.3%
Last action
Trimmed 13.1%
2025Q4
Current $393.25
7
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
2.22%
of portfolio
Number of shares
125,627 sh
Holdings current value
$100.68M
Avg closing price
$780.34
+87.1%
Last action
Added 0.5%
2025Q4
Current $1460
8
EFXEQUIFAX INC
Industrials·Consulting Services
0.82%
of portfolio
Number of shares
144,000 sh
Holdings current value
$37.35M
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
0.76%
of portfolio
Number of shares
59,700 sh
Holdings current value
$34.43M
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
31.03% · -41.3%
SPGI
20.44% · -16.1%
MA
18.43% · -7.2%
MCO
14.56% · -9.2%
V
7.15% · -10.7%
INTU
4.58% · -50.1%
ASML
2.22% · +82.2%
EFX
0.82% · -24.3%
MSCI
0.76% · -1.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services5 pos$2.78B61.3%
  • Technology3 pos$1.71B37.8%
  • Industrials1 pos$37.3M0.8%