Filed: 5/15/2026ACC: 0001730478-26-000002
📋 What this filing means
IRONVINE CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $909.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$909.77M
Total AUM (reported)
4.29M
Total Shares
Allocation by class
COM$565.02M62.1%
CL A$98.73M10.9%
CAP STK CL C$62.84M6.9%
CL B NEW$46.35M5.1%
COM CL A$44.61M4.9%
SHS CL A$34.76M3.8%
SPONSORED ADS$23.65M2.6%
Portfolio Concentration
Top 3$190.08M20.9%
4–10$318.63M35.0%
11–25$322.10M35.4%
Rest$78.96M8.7%
Top 3 weight
20.9%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 4.29M
Sole
Full voting authority
4.29M
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)
Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:
AMAZON COM INC
SOLEShares335.24K
TypeSH
Market value$69.82M
7.67%
Sole
335.24K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares219.06K
TypeSH
Market value$62.84M
6.91%
Sole
219.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares155.12K
TypeSH
Market value$57.42M
6.31%
Sole
155.12K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares176.21K
TypeSH
Market value$56.06M
6.16%
Sole
176.21K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares234.45K
TypeSH
Market value$49.49M
5.44%
Sole
234.45K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares96.72K
TypeSH
Market value$46.35M
5.09%
Sole
96.72K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares186.60K
TypeSH
Market value$45.27M
4.98%
Sole
186.60K
Shared
0.00
None
0.00
VISA INC
SOLEShares147.60K
TypeSH
Market value$44.61M
4.90%
Sole
147.60K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares96.74K
TypeSH
Market value$41.15M
4.52%
Sole
96.74K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares81.85K
TypeSH
Market value$35.71M
3.92%
Sole
81.85K
Shared
0.00
None
0.00
AON PLC
SOLEShares107.69K
TypeSH
Market value$34.76M
3.82%
Sole
107.69K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares66.92K
TypeSH
Market value$33.44M
3.68%
Sole
66.92K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares33.51K
TypeSH
Market value$33.39M
3.67%
Sole
33.51K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares64.08K
TypeSH
Market value$31.50M
3.46%
Sole
64.08K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares106.96K
TypeSH
Market value$25.27M
2.78%
Sole
106.96K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares69.98K
TypeSH
Market value$23.65M
2.60%
Sole
69.98K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares252.51K
TypeSH
Market value$23.31M
2.56%
Sole
252.51K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares108.32K
TypeSH
Market value$20.54M
2.26%
Sole
108.32K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares65.78K
TypeSH
Market value$17.80M
1.96%
Sole
65.78K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares65.55K
TypeSH
Market value$17.49M
1.92%
Sole
65.55K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares375.33K
TypeSH
Market value$15.14M
1.66%
Sole
375.33K
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares109.14K
TypeSH
Market value$13.79M
1.52%
Sole
109.14K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares39.43K
TypeSH
Market value$13.48M
1.48%
Sole
39.43K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares34.34K
TypeSH
Market value$9.41M
1.03%
Sole
34.34K
Shared
0.00
None
0.00
DOLLAR TREE INC
SOLEShares83.33K
TypeSH
Market value$9.13M
1.00%
Sole
83.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 335.24K | SH | $69.82M 7.67% | 335.24K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 219.06K | SH | $62.84M 6.91% | 219.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 155.12K | SH | $57.42M 6.31% | 155.12K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 176.21K | SH | $56.06M 6.16% | 176.21K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 234.45K | SH | $49.49M 5.44% | 234.45K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 96.72K | SH | $46.35M 5.09% | 96.72K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 186.60K | SH | $45.27M 4.98% | 186.60K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 147.60K | SH | $44.61M 4.90% | 147.60K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 96.74K | SH | $41.15M 4.52% | 96.74K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 81.85K | SH | $35.71M 3.92% | 81.85K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 107.69K | SH | $34.76M 3.82% | 107.69K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 66.92K | SH | $33.44M 3.68% | 66.92K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 33.51K | SH | $33.39M 3.67% | 33.51K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 64.08K | SH | $31.50M 3.46% | 64.08K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 106.96K | SH | $25.27M 2.78% | 106.96K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 69.98K | SH | $23.65M 2.60% | 69.98K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 252.51K | SH | $23.31M 2.56% | 252.51K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 108.32K | SH | $20.54M 2.26% | 108.32K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 65.78K | SH | $17.80M 1.96% | 65.78K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM SHS | 65.55K | SH | $17.49M 1.92% | 65.55K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 375.33K | SH | $15.14M 1.66% | 375.33K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 109.14K | SH | $13.79M 1.52% | 109.14K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 39.43K | SH | $13.48M 1.48% | 39.43K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 34.34K | SH | $9.41M 1.03% | 34.34K | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 83.33K | SH | $9.13M 1.00% | 83.33K | 0.00 | 0.00 |
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