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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
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  • 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 · 2024Q3
8 positions
1
FICOFAIR ISAAC CORP
Technology·Software - Application
34.93%
of portfolio
Number of shares
808,793 sh
Holdings current value
$1.57B
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
19.58%
of portfolio
Number of shares
1,705,898 sh
Holdings current value
$881.30M
Avg closing price
$321.91
+37.5%
Last action
Added 0.2%
2025Q4
Current $442.57
3
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
16.29%
of portfolio
Number of shares
1,484,772 sh
Holdings current value
$733.18M
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
13.59%
of portfolio
Number of shares
1,288,444 sh
Holdings current value
$611.48M
Avg closing price
$252.61
+80.3%
Last action
Added 0.2%
2025Q4
Current $455.35
5
INTUINTUIT
Technology·Software - Application
6.14%
of portfolio
Number of shares
444,881 sh
Holdings current value
$276.27M
Avg closing price
$370.06
+6.3%
Last action
Trimmed 8.2%
2025Q4
Current $393.25
6
VVISA INC
Financial Services·Credit Services
5.57%
of portfolio
Number of shares
912,017 sh
Holdings current value
$250.76M
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
2.33%
of portfolio
Number of shares
125,627 sh
Holdings current value
$104.68M
Avg closing price
$780.34
+87.1%
Last action
Added 0.5%
2025Q4
Current $1460
8
AZPN1USDASPEN TECHNOLOGY INC
1.57%
of portfolio
Number of shares
295,485 sh
Holdings current value
$70.57M
Avg closing price
$177.15
Last action
Exited
2024Q4
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
FICO
34.93% · -44.8%
SPGI
19.58% · -14.3%
MA
16.29% · +5.6%
MCO
13.59% · -4.1%
INTU
6.14% · -36.7%
V
5.57% · +15.3%
ASML
2.33% · +75.2%
AZPN1USD
1.57%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services4 pos$2.48B55.9%
  • Technology3 pos$1.95B44.1%
(1.6% unclassified, excluded from %)