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Valley Forge Capital Management – Largest Buy Additions (2026 Q1)

A detailed view of the stocks most significantly increased by Valley Forge Capital Management during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.

Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
MA 1,487,496 $499.66 Increased 0.01% 21.99% $743.24M 2026 Q1
ASML 171,083 $1320.83 Increased 35.52% 6.69% $225.97M 2026 Q1
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