9AT Manager News
← All updates

Valley Forge Capital Management, LP

Valley Forge Capital Management files Q2 2026 13F with 7 reported rows

August 14, 2026 filing Manager profile

Summary: Valley Forge Capital Management, LP filed a public Form 13F-HR on August 14, 2026 for the quarter ended June 30, 2026. The SEC information table lists 7 reported rows, with the largest reported value-field entries for Fair Isaac, S&P Global, Moody's, Mastercard, and ASML.

Why it matters: The filing gives due-diligence readers a compact public snapshot of Valley Forge's reported listed-security holdings for the quarter, while remaining incomplete as a view of the adviser's total business, private holdings, performance, or investment outlook.

9AT filing context: Public SEC 13F context for period 2026-06-30 shows 7 information-table rows; ADV identity context maps Valley Forge Capital Management, LP to CIK 0001697868 / CRD 162953 / SEC file 801-110956 and about $4.4B in reported regulatory AUM/profile scale.

Summary

Valley Forge Capital Management, LP filed a public Form 13F-HR on August 14, 2026 for the quarter ended June 30, 2026. The SEC submissions record identifies the filing as accession 0001697868-26-000005, and the primary Form 13F document names Valley Forge Capital Management, LP with Form 13F file number 028-17727.

The associated SEC information table lists 7 reported rows. The largest reported value-field entries are Fair Isaac Corp, S&P Global Inc, Moody’s Corp, Mastercard Incorporated, and ASML Holding NV. This item treats those entries as reported SEC 13F fields, not as a complete portfolio, performance record, or investment recommendation.

Why it matters

For due-diligence readers, a new 13F can provide a delayed public snapshot of listed long securities and certain reportable instruments. In Valley Forge’s case, the small row count may help readers focus on issuer concentration and quarter-to-quarter changes that can be checked against future filings.

The signal is bounded. Form 13F does not show the adviser’s full business, private-fund exposure, cash, short positions, non-reportable instruments, performance, investor demand, or operating quality. The reported value fields should be read as filing context only and should not be converted into total AUM or investment conclusions.

Source notes

9AT filing context

Public SEC 13F context for the quarter ended June 30, 2026 shows 7 information-table rows. The parsed information table’s largest reported value-field rows are Fair Isaac Corp, S&P Global Inc, Moody’s Corp, Mastercard Incorporated, and ASML Holding NV.

Public adviser/profile context reviewed by 9AT maps Valley Forge Capital Management, LP to CIK 0001697868, CRD 162953, SEC file 801-110956, and about $4.4 billion in reported regulatory AUM/profile scale. That adviser context is identity and scale background only; it does not validate the 13F holdings, imply investor demand, or support any investment recommendation.

What to watch

Watch future 13F filings for amendments, changes in row count, shifts among the largest reported entries, and any material changes in issuer concentration. Also watch public adviser filings for changes to the firm’s registration/profile context that may affect entity identity, profile scale, or reporting interpretation.

Source links