Filed: 5/15/2025ACC: 0001730478-25-000002
📋 What this filing means
IRONVINE CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $921.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$921.12M
Total AUM (reported)
4.27M
Total Shares
Allocation by class
COM$591.00M64.2%
CL A$94.79M10.3%
CL B NEW$53.35M5.8%
COM CL A$52.44M5.7%
CAP STK CL C$45.69M5.0%
SHS CL A$41.93M4.6%
COM SHS$21.10M2.3%
Portfolio Concentration
Top 3$192.40M20.9%
4–10$319.93M34.7%
11–25$339.67M36.9%
Rest$69.12M7.5%
Top 3 weight
20.9%
Top 10 weight
55.6%
Voting Authority Distribution
Total shares with voting rights: 4.27M
Sole
Full voting authority
4.27M
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)
Sole50
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings50
Rows:
MICROSOFT CORP
SOLEShares197.89K
TypeSH
Market value$74.29M
8.06%
Sole
197.89K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares340.38K
TypeSH
Market value$64.76M
7.03%
Sole
340.38K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares100.18K
TypeSH
Market value$53.35M
5.79%
Sole
100.18K
Shared
0.00
None
0.00
VISA INC
SOLEShares149.62K
TypeSH
Market value$52.44M
5.69%
Sole
149.62K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares237.58K
TypeSH
Market value$50.12M
5.44%
Sole
237.58K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares96K
TypeSH
Market value$48.78M
5.30%
Sole
96K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares292.43K
TypeSH
Market value$45.69M
4.96%
Sole
292.43K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares211.37K
TypeSH
Market value$42.63M
4.63%
Sole
211.37K
Shared
0.00
None
0.00
AON PLC
SOLEShares105.06K
TypeSH
Market value$41.93M
4.55%
Sole
105.06K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares82.35K
TypeSH
Market value$38.35M
4.16%
Sole
82.35K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares76.98K
TypeSH
Market value$38.30M
4.16%
Sole
76.98K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares67.09K
TypeSH
Market value$36.77M
3.99%
Sole
67.09K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares457.96K
TypeSH
Market value$36.28M
3.94%
Sole
457.96K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares62.72K
TypeSH
Market value$32.85M
3.57%
Sole
62.72K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares33.40K
TypeSH
Market value$31.59M
3.43%
Sole
33.40K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares109.95K
TypeSH
Market value$25.64M
2.78%
Sole
109.95K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares16.79K
TypeSH
Market value$24.05M
2.61%
Sole
16.79K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares106.10K
TypeSH
Market value$21.75M
2.36%
Sole
106.10K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares90.66K
TypeSH
Market value$21.10M
2.29%
Sole
90.66K
Shared
0.00
None
0.00
APPLE INC
SOLEShares80.19K
TypeSH
Market value$17.81M
1.93%
Sole
80.19K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares54.62K
TypeSH
Market value$12.90M
1.40%
Sole
54.62K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares66K
TypeSH
Market value$10.96M
1.19%
Sole
66K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares26.59K
TypeSH
Market value$10.20M
1.11%
Sole
26.59K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares37.58K
TypeSH
Market value$10.04M
1.09%
Sole
37.58K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares20.05K
TypeSH
Market value$9.41M
1.02%
Sole
20.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 197.89K | SH | $74.29M 8.06% | 197.89K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 340.38K | SH | $64.76M 7.03% | 340.38K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 100.18K | SH | $53.35M 5.79% | 100.18K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 149.62K | SH | $52.44M 5.69% | 149.62K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 237.58K | SH | $50.12M 5.44% | 237.58K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 96K | SH | $48.78M 5.30% | 96K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 292.43K | SH | $45.69M 4.96% | 292.43K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 211.37K | SH | $42.63M 4.63% | 211.37K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 105.06K | SH | $41.93M 4.55% | 105.06K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 82.35K | SH | $38.35M 4.16% | 82.35K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 76.98K | SH | $38.30M 4.16% | 76.98K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 67.09K | SH | $36.77M 3.99% | 67.09K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 457.96K | SH | $36.28M 3.94% | 457.96K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 62.72K | SH | $32.85M 3.57% | 62.72K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 33.40K | SH | $31.59M 3.43% | 33.40K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 109.95K | SH | $25.64M 2.78% | 109.95K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 16.79K | SH | $24.05M 2.61% | 16.79K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 106.10K | SH | $21.75M 2.36% | 106.10K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 90.66K | SH | $21.10M 2.29% | 90.66K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 80.19K | SH | $17.81M 1.93% | 80.19K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 54.62K | SH | $12.90M 1.40% | 54.62K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 66K | SH | $10.96M 1.19% | 66K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 26.59K | SH | $10.20M 1.11% | 26.59K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 37.58K | SH | $10.04M 1.09% | 37.58K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 20.05K | SH | $9.41M 1.02% | 20.05K | 0.00 | 0.00 |
Page 1 of 2