OpenStocks
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 · 2024Q2
8 positions
1
FICOFAIR ISAAC CORP
Technology·Software - Application
33.78%
of portfolio
Number of shares
877,748 sh
Holdings current value
$1.31B
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
19.09%
of portfolio
Number of shares
1,655,561 sh
Holdings current value
$738.38M
Avg closing price
$321.91
+37.5%
Last action
Added 0.2%
2025Q4
Current $442.57
3
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
16.94%
of portfolio
Number of shares
1,484,772 sh
Holdings current value
$655.02M
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
13.26%
of portfolio
Number of shares
1,218,410 sh
Holdings current value
$512.87M
Avg closing price
$252.61
+80.3%
Last action
Added 0.3%
2025Q4
Current $455.35
5
INTUINTUIT
Technology·Software - Application
7.56%
of portfolio
Number of shares
444,881 sh
Holdings current value
$292.38M
Avg closing price
$370.06
+6.3%
Last action
Trimmed 8.2%
2025Q4
Current $393.25
6
VVISA INC
Financial Services·Credit Services
6.19%
of portfolio
Number of shares
912,017 sh
Holdings current value
$239.38M
Avg closing price
$183.65
+72.6%
Last action
Added 0.5%
2025Q4
Current $317.02
7
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
1.66%
of portfolio
Number of shares
62,903 sh
Holdings current value
$64.33M
Avg closing price
$780.34
+87.1%
Last action
Added 1.0%
2025Q4
Current $1460
8
AZPN1USDASPEN TECHNOLOGY INC
1.52%
of portfolio
Number of shares
295,485 sh
Holdings current value
$58.69M
Avg closing price
$177.15
Last action
Exited
2024Q4
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
FICO
33.78% · -27.9%
SPGI
19.09% · -0.8%
MA
16.94% · +18.2%
MCO
13.26% · +8.2%
INTU
7.56% · -40.2%
V
6.19% · +20.8%
ASML
1.66% · +42.7%
AZPN1USD
1.52%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services4 pos$2.15B56.3%
  • Technology3 pos$1.66B43.7%
(1.5% unclassified, excluded from %)