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 · 2024Q1
8 positions
1
FICOFAIR ISAAC CORP
Technology·Software - Application
30.02%
of portfolio
Number of shares
880,748 sh
Holdings current value
$1.10B
Avg closing price
$366.12
+193.2%
Last action
Added 0.1%
2025Q4
Current $1074
2
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
19.50%
of portfolio
Number of shares
1,484,772 sh
Holdings current value
$715.02M
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
19.21%
of portfolio
Number of shares
1,655,561 sh
Holdings current value
$704.36M
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
13.06%
of portfolio
Number of shares
1,218,410 sh
Holdings current value
$478.87M
Avg closing price
$252.61
+80.3%
Last action
Added 0.3%
2025Q4
Current $455.35
5
INTUINTUIT
Technology·Software - Application
7.89%
of portfolio
Number of shares
444,881 sh
Holdings current value
$289.17M
Avg closing price
$370.06
+6.3%
Last action
Trimmed 8.2%
2025Q4
Current $393.25
6
VVISA INC
Financial Services·Credit Services
6.94%
of portfolio
Number of shares
912,017 sh
Holdings current value
$254.53M
Avg closing price
$183.65
+72.6%
Last action
Added 0.5%
2025Q4
Current $317.02
7
AZPN1USDASPEN TECHNOLOGY INC
1.72%
of portfolio
Number of shares
295,485 sh
Holdings current value
$63.02M
Avg closing price
$177.15
Last action
Exited
2024Q4
Current —
8
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
1.66%
of portfolio
Number of shares
62,903 sh
Holdings current value
$61.05M
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
30.02% · -14.1%
MA
19.50% · +8.3%
SPGI
19.21% · +4.0%
MCO
13.06% · +15.9%
INTU
7.89% · -39.5%
V
6.94% · +13.6%
AZPN1USD
1.72%
ASML
1.66% · +50.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services4 pos$2.15B59.7%
  • Technology3 pos$1.45B40.3%
(1.7% unclassified, excluded from %)