Filed: 2/14/2025ACC: 0001730478-25-000001
📋 What this filing means
IRONVINE CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $933.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$933.28M
Total AUM (reported)
4.23M
Total Shares
Allocation by class
COM$616.20M66.0%
CL A$79.89M8.6%
CAP STK CL C$60.41M6.5%
COM CL A$49.93M5.3%
CL B NEW$47.02M5.0%
SHS CL A$38.41M4.1%
COM SHS$21.18M2.3%
Portfolio Concentration
Top 3$220.55M23.6%
4–10$316.10M33.9%
11–25$341.60M36.6%
Rest$55.04M5.9%
Top 3 weight
23.6%
Top 10 weight
57.5%
Voting Authority Distribution
Total shares with voting rights: 4.23M
Sole
Full voting authority
4.23M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings47
Rows:
MICROSOFT CORP
SOLEShares200.05K
TypeSH
Market value$84.32M
9.03%
Sole
200.05K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares345.59K
TypeSH
Market value$75.82M
8.12%
Sole
345.59K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares317.19K
TypeSH
Market value$60.41M
6.47%
Sole
317.19K
Shared
0.00
None
0.00
VISA INC
SOLEShares157.99K
TypeSH
Market value$49.93M
5.35%
Sole
157.99K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares97.22K
TypeSH
Market value$48.42M
5.19%
Sole
97.22K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares223.71K
TypeSH
Market value$47.53M
5.09%
Sole
223.71K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares103.73K
TypeSH
Market value$47.02M
5.04%
Sole
103.73K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares239.50K
TypeSH
Market value$44.57M
4.78%
Sole
239.50K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares84.98K
TypeSH
Market value$40.23M
4.31%
Sole
84.98K
Shared
0.00
None
0.00
AON PLC
SOLEShares106.94K
TypeSH
Market value$38.41M
4.12%
Sole
106.94K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares72.79K
TypeSH
Market value$37.87M
4.06%
Sole
72.79K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares67.08K
TypeSH
Market value$35.32M
3.78%
Sole
67.08K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares466.71K
TypeSH
Market value$33.41M
3.58%
Sole
466.71K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares64.36K
TypeSH
Market value$32.56M
3.49%
Sole
64.36K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares33.73K
TypeSH
Market value$30.90M
3.31%
Sole
33.73K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares127.22K
TypeSH
Market value$29.20M
3.13%
Sole
127.22K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares109.97K
TypeSH
Market value$27.14M
2.91%
Sole
109.97K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares92.37K
TypeSH
Market value$21.18M
2.27%
Sole
92.37K
Shared
0.00
None
0.00
APPLE INC
SOLEShares80.35K
TypeSH
Market value$20.12M
2.16%
Sole
80.35K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares16.78K
TypeSH
Market value$19.90M
2.13%
Sole
16.78K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares54.50K
TypeSH
Market value$12.43M
1.33%
Sole
54.50K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares26.59K
TypeSH
Market value$11.83M
1.27%
Sole
26.59K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares52.14K
TypeSH
Market value$10.30M
1.10%
Sole
52.14K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares42.99K
TypeSH
Market value$10.22M
1.10%
Sole
42.99K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares21.76K
TypeSH
Market value$9.22M
0.99%
Sole
21.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 200.05K | SH | $84.32M 9.03% | 200.05K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 345.59K | SH | $75.82M 8.12% | 345.59K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 317.19K | SH | $60.41M 6.47% | 317.19K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 157.99K | SH | $49.93M 5.35% | 157.99K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 97.22K | SH | $48.42M 5.19% | 97.22K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 223.71K | SH | $47.53M 5.09% | 223.71K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 103.73K | SH | $47.02M 5.04% | 103.73K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 239.50K | SH | $44.57M 4.78% | 239.50K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 84.98K | SH | $40.23M 4.31% | 84.98K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 106.94K | SH | $38.41M 4.12% | 106.94K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 72.79K | SH | $37.87M 4.06% | 72.79K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 67.08K | SH | $35.32M 3.78% | 67.08K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 466.71K | SH | $33.41M 3.58% | 466.71K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 64.36K | SH | $32.56M 3.49% | 64.36K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 33.73K | SH | $30.90M 3.31% | 33.73K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 127.22K | SH | $29.20M 3.13% | 127.22K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 109.97K | SH | $27.14M 2.91% | 109.97K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 92.37K | SH | $21.18M 2.27% | 92.37K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 80.35K | SH | $20.12M 2.16% | 80.35K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 16.78K | SH | $19.90M 2.13% | 16.78K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 54.50K | SH | $12.43M 1.33% | 54.50K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 26.59K | SH | $11.83M 1.27% | 26.59K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 52.14K | SH | $10.30M 1.10% | 52.14K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 42.99K | SH | $10.22M 1.10% | 42.99K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 21.76K | SH | $9.22M 0.99% | 21.76K | 0.00 | 0.00 |
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