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 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 filings View holdings

Portfolio

$4.41B

Positions

Quarter

2025Q4

Filings tracked

1Y+2.0%Since filing+268.3%Full performance →

Quarter

2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1

Biggest winner since filing

FICOFAIR ISAAC CORP

+193.2%

+$544.3M

Biggest loser since filing

MSCIMSCI INC

-5.2%

−$1.9M

Investment strategy

Valley Forge Capital is a mid-size fund with a highly concentrated portfolio tilted toward financial services names. 63% of the disclosed equity book is in Financial Services.

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<iframe src="https://openstocks.me/embed/stocks/FICO" width="100%" height="480" frameborder="0" loading="lazy" title="FICO chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>

Preview: https://openstocks.me/embed/stocks/FICO