Filed: 8/14/2025ACC: 0001730478-25-000006
📋 What this filing means
IRONVINE CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $965.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$965.02M
Total AUM (reported)
4.43M
Total Shares
Allocation by class
COM$621.21M64.4%
CL A$113.14M11.7%
COM CL A$53.23M5.5%
CL B NEW$48.73M5.1%
CAP STK CL C$41.92M4.3%
SHS CL A$37.73M3.9%
COM SHS$23.83M2.5%
Portfolio Concentration
Top 3$227.34M23.6%
4–10$323.31M33.5%
11–25$333.27M34.5%
Rest$81.11M8.4%
Top 3 weight
23.6%
Top 10 weight
57.1%
Voting Authority Distribution
Total shares with voting rights: 4.43M
Sole
Full voting authority
4.43M
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)
Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:
MICROSOFT CORP
SOLEShares183.80K
TypeSH
Market value$91.42M
9.47%
Sole
183.80K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares342.50K
TypeSH
Market value$75.14M
7.79%
Sole
342.50K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares234.87K
TypeSH
Market value$60.77M
6.30%
Sole
234.87K
Shared
0.00
None
0.00
VISA INC
SOLEShares149.91K
TypeSH
Market value$53.23M
5.52%
Sole
149.91K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares96.20K
TypeSH
Market value$50.72M
5.26%
Sole
96.20K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares208.02K
TypeSH
Market value$49.51M
5.13%
Sole
208.02K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares100.32K
TypeSH
Market value$48.73M
5.05%
Sole
100.32K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares236.33K
TypeSH
Market value$41.92M
4.34%
Sole
236.33K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares82.52K
TypeSH
Market value$41.39M
4.29%
Sole
82.52K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares67.27K
TypeSH
Market value$37.80M
3.92%
Sole
67.27K
Shared
0.00
None
0.00
AON PLC
SOLEShares105.75K
TypeSH
Market value$37.73M
3.91%
Sole
105.75K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares440.41K
TypeSH
Market value$35.41M
3.67%
Sole
440.41K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares33.44K
TypeSH
Market value$33.10M
3.43%
Sole
33.44K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares73.04K
TypeSH
Market value$29.62M
3.07%
Sole
73.04K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares110.10K
TypeSH
Market value$24.43M
2.53%
Sole
110.10K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares90.77K
TypeSH
Market value$23.83M
2.47%
Sole
90.77K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares252.96K
TypeSH
Market value$22.80M
2.36%
Sole
252.96K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares70.72K
TypeSH
Market value$22.06M
2.29%
Sole
70.72K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares107.36K
TypeSH
Market value$21.21M
2.20%
Sole
107.36K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares76.74K
TypeSH
Market value$17.66M
1.83%
Sole
76.74K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares70.76K
TypeSH
Market value$16.03M
1.66%
Sole
70.76K
Shared
0.00
None
0.00
APPLE INC
SOLEShares70.09K
TypeSH
Market value$14.38M
1.49%
Sole
70.09K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares127.34K
TypeSH
Market value$12.58M
1.30%
Sole
127.34K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares37.08K
TypeSH
Market value$12.16M
1.26%
Sole
37.08K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares26.59K
TypeSH
Market value$10.29M
1.07%
Sole
26.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 183.80K | SH | $91.42M 9.47% | 183.80K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 342.50K | SH | $75.14M 7.79% | 342.50K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 234.87K | SH | $60.77M 6.30% | 234.87K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 149.91K | SH | $53.23M 5.52% | 149.91K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 96.20K | SH | $50.72M 5.26% | 96.20K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 208.02K | SH | $49.51M 5.13% | 208.02K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 100.32K | SH | $48.73M 5.05% | 100.32K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 236.33K | SH | $41.92M 4.34% | 236.33K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 82.52K | SH | $41.39M 4.29% | 82.52K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 67.27K | SH | $37.80M 3.92% | 67.27K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 105.75K | SH | $37.73M 3.91% | 105.75K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 440.41K | SH | $35.41M 3.67% | 440.41K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 33.44K | SH | $33.10M 3.43% | 33.44K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 73.04K | SH | $29.62M 3.07% | 73.04K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 110.10K | SH | $24.43M 2.53% | 110.10K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 90.77K | SH | $23.83M 2.47% | 90.77K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 252.96K | SH | $22.80M 2.36% | 252.96K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 70.72K | SH | $22.06M 2.29% | 70.72K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 107.36K | SH | $21.21M 2.20% | 107.36K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 76.74K | SH | $17.66M 1.83% | 76.74K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 70.76K | SH | $16.03M 1.66% | 70.76K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 70.09K | SH | $14.38M 1.49% | 70.09K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 127.34K | SH | $12.58M 1.30% | 127.34K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 37.08K | SH | $12.16M 1.26% | 37.08K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 26.59K | SH | $10.29M 1.07% | 26.59K | 0.00 | 0.00 |
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