Filed: 2/13/2026ACC: 0001730478-26-000001
📋 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 $998.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$998.98M
Total AUM (reported)
4.28M
Total Shares
Allocation by class
COM$622.10M62.3%
CL A$115.79M11.6%
CAP STK CL C$68.74M6.9%
COM CL A$51.77M5.2%
CL B NEW$49.36M4.9%
SHS CL A$38.00M3.8%
SPONSORED ADS$21.33M2.1%
Portfolio Concentration
Top 3$220.89M22.1%
4–10$345.19M34.6%
11–25$350.98M35.1%
Rest$81.92M8.2%
Top 3 weight
22.1%
Top 10 weight
56.7%
Voting Authority Distribution
Total shares with voting rights: 4.28M
Sole
Full voting authority
4.28M
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:
AMAZON COM INC
SOLEShares335.68K
TypeSH
Market value$77.48M
7.76%
Sole
335.68K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares154.38K
TypeSH
Market value$74.66M
7.47%
Sole
154.38K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares219.06K
TypeSH
Market value$68.74M
6.88%
Sole
219.06K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares234.26K
TypeSH
Market value$59.13M
5.92%
Sole
234.26K
Shared
0.00
None
0.00
VISA INC
SOLEShares147.60K
TypeSH
Market value$51.77M
5.18%
Sole
147.60K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares95.65K
TypeSH
Market value$49.98M
5.00%
Sole
95.65K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares183.94K
TypeSH
Market value$49.89M
4.99%
Sole
183.94K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares98.20K
TypeSH
Market value$49.36M
4.94%
Sole
98.20K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares186.64K
TypeSH
Market value$43.17M
4.32%
Sole
186.64K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares82K
TypeSH
Market value$41.89M
4.19%
Sole
82K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares66.76K
TypeSH
Market value$38.11M
3.82%
Sole
66.76K
Shared
0.00
None
0.00
AON PLC
SOLEShares107.68K
TypeSH
Market value$38.00M
3.80%
Sole
107.68K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares64.54K
TypeSH
Market value$37.40M
3.74%
Sole
64.54K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares33.52K
TypeSH
Market value$28.91M
2.89%
Sole
33.52K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares110.17K
TypeSH
Market value$26.57M
2.66%
Sole
110.17K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares371.22K
TypeSH
Market value$24.96M
2.50%
Sole
371.22K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares107.26K
TypeSH
Market value$24.55M
2.46%
Sole
107.26K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares252.61K
TypeSH
Market value$23.04M
2.31%
Sole
252.61K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares65.06K
TypeSH
Market value$21.48M
2.15%
Sole
65.06K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares70.20K
TypeSH
Market value$21.33M
2.14%
Sole
70.20K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares123.87K
TypeSH
Market value$16.74M
1.68%
Sole
123.87K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares65.55K
TypeSH
Market value$16.44M
1.65%
Sole
65.55K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares46.42K
TypeSH
Market value$11.93M
1.19%
Sole
46.42K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares34.82K
TypeSH
Market value$11.27M
1.13%
Sole
34.82K
Shared
0.00
None
0.00
DOLLAR TREE INC
SOLEShares83.33K
TypeSH
Market value$10.25M
1.03%
Sole
83.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 335.68K | SH | $77.48M 7.76% | 335.68K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 154.38K | SH | $74.66M 7.47% | 154.38K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 219.06K | SH | $68.74M 6.88% | 219.06K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 234.26K | SH | $59.13M 5.92% | 234.26K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 147.60K | SH | $51.77M 5.18% | 147.60K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 95.65K | SH | $49.98M 5.00% | 95.65K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 183.94K | SH | $49.89M 4.99% | 183.94K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 98.20K | SH | $49.36M 4.94% | 98.20K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 186.64K | SH | $43.17M 4.32% | 186.64K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 82K | SH | $41.89M 4.19% | 82K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 66.76K | SH | $38.11M 3.82% | 66.76K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 107.68K | SH | $38.00M 3.80% | 107.68K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 64.54K | SH | $37.40M 3.74% | 64.54K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 33.52K | SH | $28.91M 2.89% | 33.52K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 110.17K | SH | $26.57M 2.66% | 110.17K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 371.22K | SH | $24.96M 2.50% | 371.22K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 107.26K | SH | $24.55M 2.46% | 107.26K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 252.61K | SH | $23.04M 2.31% | 252.61K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 65.06K | SH | $21.48M 2.15% | 65.06K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 70.20K | SH | $21.33M 2.14% | 70.20K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 123.87K | SH | $16.74M 1.68% | 123.87K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 65.55K | SH | $16.44M 1.65% | 65.55K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 46.42K | SH | $11.93M 1.19% | 46.42K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 34.82K | SH | $11.27M 1.13% | 34.82K | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 83.33K | SH | $10.25M 1.03% | 83.33K | 0.00 | 0.00 |
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