Filed: 11/14/2025ACC: 0001730478-25-000008
📋 What this filing means
IRONVINE CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $1.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$1.00B
Total AUM (reported)
4.41M
Total Shares
Allocation by class
COM$634.55M63.2%
CL A$115.12M11.5%
CAP STK CL C$57.56M5.7%
COM CL A$50.71M5.0%
CL B NEW$49.74M5.0%
SHS CL A$37.57M3.7%
COM SHS$24.20M2.4%
Portfolio Concentration
Top 3$228.38M22.7%
4–10$332.95M33.1%
11–25$355.60M35.4%
Rest$87.69M8.7%
Top 3 weight
22.7%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 4.41M
Sole
Full voting authority
4.41M
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)
Sole53
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings53
Rows:
MICROSOFT CORP
SOLEShares182.70K
TypeSH
Market value$94.63M
9.42%
Sole
182.70K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares337.76K
TypeSH
Market value$74.16M
7.38%
Sole
337.76K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares234.51K
TypeSH
Market value$59.59M
5.93%
Sole
234.51K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares236.33K
TypeSH
Market value$57.56M
5.73%
Sole
236.33K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares207.65K
TypeSH
Market value$51.02M
5.08%
Sole
207.65K
Shared
0.00
None
0.00
VISA INC
SOLEShares148.56K
TypeSH
Market value$50.71M
5.05%
Sole
148.56K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares98.94K
TypeSH
Market value$49.74M
4.95%
Sole
98.94K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares96.01K
TypeSH
Market value$46.73M
4.65%
Sole
96.01K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares82.33K
TypeSH
Market value$39.23M
3.91%
Sole
82.33K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares66.72K
TypeSH
Market value$37.95M
3.78%
Sole
66.72K
Shared
0.00
None
0.00
AON PLC
SOLEShares105.38K
TypeSH
Market value$37.57M
3.74%
Sole
105.38K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares430.33K
TypeSH
Market value$36.31M
3.61%
Sole
430.33K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares64.56K
TypeSH
Market value$31.31M
3.12%
Sole
64.56K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares33.45K
TypeSH
Market value$30.96M
3.08%
Sole
33.45K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares110.11K
TypeSH
Market value$27.67M
2.75%
Sole
110.11K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares252.42K
TypeSH
Market value$27.21M
2.71%
Sole
252.42K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares70.65K
TypeSH
Market value$24.39M
2.43%
Sole
70.65K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares84.30K
TypeSH
Market value$24.20M
2.41%
Sole
84.30K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares107.19K
TypeSH
Market value$21.25M
2.12%
Sole
107.19K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares85.94K
TypeSH
Market value$20.31M
2.02%
Sole
85.94K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares70.53K
TypeSH
Market value$19.70M
1.96%
Sole
70.53K
Shared
0.00
None
0.00
APPLE INC
SOLEShares69.92K
TypeSH
Market value$17.80M
1.77%
Sole
69.92K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares126.08K
TypeSH
Market value$15.60M
1.55%
Sole
126.08K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares35.73K
TypeSH
Market value$11.53M
1.15%
Sole
35.73K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares30.97K
TypeSH
Market value$9.77M
0.97%
Sole
30.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 182.70K | SH | $94.63M 9.42% | 182.70K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 337.76K | SH | $74.16M 7.38% | 337.76K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 234.51K | SH | $59.59M 5.93% | 234.51K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 236.33K | SH | $57.56M 5.73% | 236.33K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 207.65K | SH | $51.02M 5.08% | 207.65K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 148.56K | SH | $50.71M 5.05% | 148.56K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 98.94K | SH | $49.74M 4.95% | 98.94K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 96.01K | SH | $46.73M 4.65% | 96.01K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 82.33K | SH | $39.23M 3.91% | 82.33K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 66.72K | SH | $37.95M 3.78% | 66.72K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 105.38K | SH | $37.57M 3.74% | 105.38K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 430.33K | SH | $36.31M 3.61% | 430.33K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 64.56K | SH | $31.31M 3.12% | 64.56K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 33.45K | SH | $30.96M 3.08% | 33.45K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 110.11K | SH | $27.67M 2.75% | 110.11K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 252.42K | SH | $27.21M 2.71% | 252.42K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 70.65K | SH | $24.39M 2.43% | 70.65K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 84.30K | SH | $24.20M 2.41% | 84.30K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 107.19K | SH | $21.25M 2.12% | 107.19K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 85.94K | SH | $20.31M 2.02% | 85.94K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 70.53K | SH | $19.70M 1.96% | 70.53K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 69.92K | SH | $17.80M 1.77% | 69.92K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 126.08K | SH | $15.60M 1.55% | 126.08K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 35.73K | SH | $11.53M 1.15% | 35.73K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 30.97K | SH | $9.77M 0.97% | 30.97K | 0.00 | 0.00 |
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