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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 · 2023Q1
9 positions
1
FICOFAIR ISAAC CORP
Technology·Software - Application
25.09%
of portfolio
Number of shares
943,048 sh
Holdings current value
$662.67M
Avg closing price
$366.12
+193.2%
Last action
Added 0.1%
2025Q4
Current $1074
2
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
20.49%
of portfolio
Number of shares
1,489,102 sh
Holdings current value
$541.15M
Avg closing price
$330.89
+57.5%
Last action
Added 0.2%
2025Q4
Current $521.30
3
SPGIS&P GLOBAL INC
Financial Services·Financial Data & Stock Exchanges
18.18%
of portfolio
Number of shares
1,392,653 sh
Holdings current value
$480.14M
Avg closing price
$321.91
+37.5%
Last action
Added 0.2%
2025Q4
Current $442.57
4
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
14.12%
of portfolio
Number of shares
1,218,410 sh
Holdings current value
$372.86M
Avg closing price
$252.61
+80.3%
Last action
Added 0.3%
2025Q4
Current $455.35
5
VVISA INC
Financial Services·Credit Services
7.73%
of portfolio
Number of shares
904,977 sh
Holdings current value
$204.04M
Avg closing price
$183.65
+72.6%
Last action
Added 0.5%
2025Q4
Current $317.02
6
INTUINTUIT
Technology·Software - Application
7.51%
of portfolio
Number of shares
444,881 sh
Holdings current value
$198.34M
Avg closing price
$370.06
+6.3%
Last action
Trimmed 8.2%
2025Q4
Current $393.25
7
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
3.59%
of portfolio
Number of shares
246,305 sh
Holdings current value
$94.92M
Avg closing price
$487.39
-49.8%
Last action
Exited
2023Q2
Current $244.45
8
ADSKAUTODESK INC
Technology·Software - Application
1.77%
of portfolio
Number of shares
224,034 sh
Holdings current value
$46.63M
Avg closing price
$217.71
+11.2%
Last action
Exited
2023Q2
Current $242.02
9
AZPN1USDASPEN TECHNOLOGY INC
1.52%
of portfolio
Number of shares
175,485 sh
Holdings current value
$40.16M
Avg closing price
$177.15
Last action
Exited
2024Q4
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
FICO
25.09% · +52.8%
MA
20.49% · +43.4%
SPGI
18.18% · +28.4%
MCO
14.12% · +48.8%
V
7.73% · +40.6%
INTU
7.51% · -11.8%
ADBE
3.59% · -36.6%
ADSK
1.77% · +16.3%
AZPN1USD
1.52%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services4 pos$1.60B61.5%
  • Technology4 pos$1.00B38.5%
(1.5% unclassified, excluded from %)