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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 · 2024Q4
9 positions
1
FICOFAIR ISAAC CORP
Technology·Software - Application
34.39%
of portfolio
Number of shares
784,122 sh
Holdings current value
$1.56B
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
19.25%
of portfolio
Number of shares
1,755,098 sh
Holdings current value
$874.09M
Avg closing price
$321.91
+37.5%
Last action
Added 0.2%
2025Q4
Current $442.57
3
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
17.22%
of portfolio
Number of shares
1,484,772 sh
Holdings current value
$781.84M
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
13.70%
of portfolio
Number of shares
1,314,144 sh
Holdings current value
$622.08M
Avg closing price
$252.61
+80.3%
Last action
Added 0.2%
2025Q4
Current $455.35
5
VVISA INC
Financial Services·Credit Services
6.35%
of portfolio
Number of shares
912,017 sh
Holdings current value
$288.23M
Avg closing price
$183.65
+72.6%
Last action
Added 0.5%
2025Q4
Current $317.02
6
INTUINTUIT
Technology·Software - Application
5.57%
of portfolio
Number of shares
402,281 sh
Holdings current value
$252.83M
Avg closing price
$370.06
+6.3%
Last action
Trimmed 9.0%
2025Q4
Current $393.25
7
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
1.92%
of portfolio
Number of shares
125,627 sh
Holdings current value
$87.07M
Avg closing price
$780.34
+87.1%
Last action
Added 0.5%
2025Q4
Current $1460
8
EFXEQUIFAX INC
Industrials·Consulting Services
0.81%
of portfolio
Number of shares
144,000 sh
Holdings current value
$36.70M
Avg closing price
$115.41
+70.0%
Last action
Added 1.7%
2025Q4
Current $196.22
9
MSCIMSCI INC
Financial Services·Financial Data & Stock Exchanges
0.79%
of portfolio
Number of shares
59,700 sh
Holdings current value
$35.82M
Avg closing price
$599.55
-5.2%
Last action
Added 1.8%
2025Q4
Current $568.55

Portfolio heatmap

Box size = % of portfolio · color = return since filing
FICO
34.39% · -46.1%
SPGI
19.25% · -11.1%
MA
17.22% · -1.0%
MCO
13.70% · -3.8%
V
6.35% · +0.3%
INTU
5.57% · -37.4%
ASML
1.92% · +110.6%
EFX
0.81% · -23.0%
MSCI
0.79% · -5.2%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services5 pos$2.60B57.3%
  • Technology3 pos$1.90B41.9%
  • Industrials1 pos$36.7M0.8%