Valley Forge Capital Management - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: December 2016 to September 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+4.16B
+9,999%+
Winning Positions
+93.75%
15 wins / 16 positions
Average Gain (Winners)
$292.15M
+9,999%+ avg per position
Active Positions
9
1 losing positions
Portfolio Value Over Time
Total Positions Tracked
16
All holdings over time
Win/Loss Ratio
15.00
15 gains / 1 losses
Active vs. Exited
9 / 7
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| FICO | Fair Isaac Corporation | Technology | Jun 2018 | ACTIVE | $61.68K | $1.15B | $1.15B | +9,999%+ |
| SPGI | S&P Global Inc. | Financial Services | Dec 2016 | ACTIVE | $31.42K | $854.22M | $854.19M | +9,999%+ |
| MA | Mastercard Incorporated | Financial Services | Dec 2016 | ACTIVE | $3.59K | $844.55M | $844.55M | +9,999%+ |
| MCO | Moody's Corporation | Financial Services | Dec 2016 | ACTIVE | $33.13K | $626.16M | $626.13M | +9,999%+ |
| V | Visa Inc. | Financial Services | Dec 2016 | ACTIVE | $6.40K | $311.34M | $311.34M | +9,999%+ |
| INTU | Intuit Inc. | Technology | Dec 2016 | ACTIVE | $6.71K | $178.31M | $178.30M | +9,999%+ |
| ADBE | Adobe Inc. | Technology | Jun 2020 | EXITED | $31.13K | $94.92M | $94.89M | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Jun 2018 | EXITED | $1.70K | $92.85M | $92.85M | +9,999%+ |
| ASML | ASML | N/A | Jun 2023 | ACTIVE | $45.59M | $121.62M | $76.03M | +166.77% |
| AZPN | Aspen Technology, Inc. | Technology | Jun 2022 | EXITED | $32.23K | $70.57M | $70.54M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.