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Valley Forge Capital Management, LPtracked

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CIK 1697868

13F portfolio (2026-Q1)
$3.4B
Positions
7
Implied 1Y CAGR
−11.4%
modeled · as filed

Reported long US book (13F) · Δ vs 2025-Q4 · methodology

Implied return what this book implies methodology →

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As filed = each book applied at quarter-end (what it did) · As copyable = applied at the 45-day filing deadline (what a follower could have earned).

Computing…

Exposures · what it owns, by sector & size (2026-Q1)

Holdings
7
Top 5
92.2%
Top 10
100.0%
Effective N
5.2
HHI
0.194

By sector

Financials: 66.6%Information Technology: 26.8%Industrials: 6.7%Sector
Financials66.6%
Information Technology26.8%
Industrials6.7%

By market cap

Large ($10–200B): 65.9%Mega (>$200B): 27.4%Unknown: 6.7%Size
Large ($10–200B)65.9%
Mega (>$200B)27.4%
Unknown6.7%

By region

North America: 93.3%Europe: 6.7%Region
North America93.3%
Europe6.7%

By industry group GICS — finer than sector

Industry groupWeightNames
Commercial Services & Supplies90.88%5
Machinery6.69%1
Software2.42%1

Top holdings

#TickerNameSectorWeight
1FICOFAIR ISAAC CORPInformation Technology24.33%
2SPGIS&P Global Inc.Financials22.15%
3MAMastercard IncFinancials22.02%
4MCOMOODYS CORP /DE/Financials17.02%
5ASMLASML Holding NVIndustrials6.69%
6VVISA INC.Financials5.36%
7INTUINTUIT INC.Information Technology2.42%

7/7 classified; unclassified names are still shown.

Sector allocation over time · how the sector mix & top names shifted each quarter

top 5 per sector, the rest → “Other” · 38 quarters
0%25%50%75%100%20162017201820192020202120222023202420252026SPGIMCOMAVMSCIFICOINTUADSKADBEMNSTEFXASMLAMZNNKEMETAAZPNASPEN TECHNOLOGY INC

Sector allocation over 38 reported quarters, 2016-Q4 to 2026-Q1, 17 bands (top holdings within each sector). Latest quarter 2026-Q1: FICO 24.3%, SPGI 22.2%, MA 22.0%, MCO 17.0%, ASML 6.7%. Use the arrow keys to read a quarter.

FinancialsSPGI, MCO, MA, V, MSCI
Information TechnologyFICO, INTU, ADSK, ADBE
Consumer Staples
IndustrialsEFX, ASML
Consumer Discretionary
Materials
Communication Services
UnclassifiedAZPN, ASPEN TECHNOLOGY INC

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 100.0% of the book is classified (unclassified names are still shown).

Style box · size × value-growth placement (2026-Q1), classified on today's fundamentals (not point-in-time) — load into PORT to overlay your own book

ValueCore (blend)GrowthSmallMidLarge24%25%44%
holdings, colored by sector (6 classified)Valley Forge Capital Management, LP centroid (Mid Growth)
FinancialsInformation Technology

Style box summary for Valley Forge Capital Management, LP: centroid Mid Growth. Heaviest cells: Large Growth 44.4%, Large Core 24.6%, Mid Growth 24.3%.

Classified: 93.3% of book weight (6/7 names) · unclassified 6.7%.

Contribution holdings-based, any period

Attribution lands once this book has priced history across the window. Try a longer period.

Holdings· 7 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#SecuritySharesValueWeightΔ QoQ
1FICOFAIR ISAAC CORP769,342$821M24.3%HOLD
2SPGIS&P GLOBAL INC1,758,074$748M22.2%HOLD
3MAMASTERCARD INCORPORATED1,487,496$743M22.0%HOLD
4MCOMOODYS CORP1,317,188$575M17.0%HOLD
5ASMLASML HOLDING N V171,083$226M6.7%ADD 36%
6VVISA INC598,753$181M5.4%TRIM −35%
7INTUINTUIT189,072$82M2.4%TRIM −15%

Position trends· top 7 holdings · shares held over 6 quarters

green added · red trimmed
Security2024-Q42025-Q12025-Q22025-Q32025-Q42026-Q1Latest value
FICOFAIR ISAAC CORP784K768K768K768K769K769K$821M
SPGIS&P GLOBAL INC1.8M1.8M1.8M1.8M1.8M1.8M$748M
MAMASTERCARD INCORPORATED1.5M1.5M1.5M1.5M1.5M1.5M$743M
MCOMOODYS CORP1.3M1.3M1.3M1.3M1.3M1.3M$575M
ASMLASML HOLDING N V126K126K126K126K126K171K$226M
VVISA INC912K912K912K912K916K599K$181M
INTUINTUIT402K297K263K261K221K189K$82M

Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.

Related· where to look next

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Firm lineageForm ADV + cited

Where this firm's principals came from, and what its alumni went on to found.

joins filed 13F data only — no style, strategy or performance similarity is claimed · 13F 2026-Q1
Similar managers — “Similar” = same top sector (Financials) + closest 13F size, self excluded; NOT a style or performance match, and a filer whose real business is elsewhere (shorts, private, non-13F) can still surface.
Also hold FICO — other Section 13(f) filers reporting a long position in this book's largest tickered holding for 2026-Q1. Lagged quarterly filings (up to 45 days after quarter-end); “% of shares out” is omitted where the reported share count can't carry it.
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