Valley Forge Capital Management
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2017-02-13 → 2026-10-02, 39 filings) | +16.29% | Cumulative +327.8% vs SPY +284.9% |
| Trailing 10Y | — | |
| Trailing 5Y | +6.43% | |
| Trailing 3Y | +6.69% | |
| Trailing 1Y | -23.60% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| FICO | Fair Isaac Corp | 25.77% | $803M |
| SPGI | S&P Global Inc | 19.92% | $621M |
| MCO | Moodys Corp | 19.14% | $597M |
| MA | Mastercard Incorporated | 17.57% | $547M |
| ASML | Asml Hldg Nv | 10.92% | $340M |
| V | Visa Inc | 5.10% | $159M |
| INTU | Intuit | 1.58% | $49M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 89.1% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://www.insidermonkey.com/hedge-fund/valley+forge+capital/1131/ — Founded in 2007 by Dev Kantesaria, managing partner, per Insider Monkey and founder interviews; runs 8-12 high-quality predictable businesses. Current Form ADV-based listings show Miami, FL as base (2 S Biscayne Blvd) and note the LP was established in August 2009 in some listings - inception is reported as 2007 in most manager histories.