Ironvine Capital Partners, LLC — 13F Holdings & Portfolio
CIK 1730478 · latest 13F-HR filed 2026-05-15
Ironvine Capital Partners, LLC manages $909.8M in 13F-reported U.S. long-equity assets across 56 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMZN (7.67%), GOOG (6.91%), MSFT (6.31%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 0, added to 13, and trimmed 29.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$909.8M
Long-equity book
56
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −0 / ↑13 / ↓29
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ANALOG DEVICES INC$6.2M +12.4%
- COSTCO WHOLESALE CORPORATION$4.5M +15.5%
- WATSCO INC$3.6M +112.1%
- TAIWAN SEMICONDUCTOR MANUFAC$2.3M +10.9%
- ASML HLDG NV$1.6M +21.7%
Top Trims
- MICROSOFT CORP-$17.2M -23.1%
- COSTAR GROUP INC-$9.8M -39.3%
- HEICO CORP NEW-$9.6M -16.3%
- S&P GLOBAL INC-$8.8M -17.7%
- AMAZON COM INC-$7.7M -9.9%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 023135106 | $69.8M | 7.67% | 335,239 | SH |
| 2 | ALPHABET INC | GOOG | 02079K107 | $62.8M | 6.91% | 219,061 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $57.4M | 6.31% | 155,117 | SH |
| 4 | ANALOG DEVICES INC | ADI | 032654105 | $56.1M | 6.16% | 176,210 | SH |
| 5 | HEICO CORP NEW | HEI.A | 422806208 | $49.5M | 5.44% | 234,450 | SH |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $46.3M | 5.09% | 96,721 | SH |
| 7 | UNION PAC CORP | UNP | 907818108 | $45.3M | 4.98% | 186,600 | SH |
| 8 | VISA INC | V | 92826C839 | $44.6M | 4.90% | 147,600 | SH |
| 9 | S&P GLOBAL INC | SPGI | 78409V104 | $41.1M | 4.52% | 96,736 | SH |
| 10 | MOODYS CORP | MCO | 615369105 | $35.7M | 3.92% | 81,847 | SH |
| 11 | AON PLC | AON | G0403H108 | $34.8M | 3.82% | 107,688 | SH |
| 12 | MASTERCARD INCORPORATED | MA | 57636Q104 | $33.4M | 3.68% | 66,920 | SH |
| 13 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $33.4M | 3.67% | 33,513 | SH |
| 14 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $31.5M | 3.46% | 64,085 | SH |
| 15 | LOWES COS INC | LOW | 548661107 | $25.3M | 2.78% | 106,963 | SH |
| 16 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $23.7M | 2.60% | 69,981 | SH |
| 17 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $23.3M | 2.56% | 252,509 | SH |
| 18 | DANAHER CORP DEL | DHR | 235851102 | $20.3M | 2.23% | 107,218 | SH |
| 19 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $17.8M | 1.96% | 65,781 | SH |
| 20 | LABCORP HOLDINGS INC | LH | 504922105 | $17.5M | 1.92% | 65,549 | SH |
| 21 | COSTAR GROUP INC | CSGP | 22160N109 | $15.1M | 1.66% | 375,331 | SH |
| 22 | AMPHENOL CORP | APH | 032095101 | $13.8M | 1.52% | 109,142 | SH |
| 23 | APPLIED MATLS INC | AMAT | 038222105 | $13.5M | 1.48% | 39,430 | SH |
| 24 | HEICO CORP NEW | HEI | 422806109 | $9.4M | 1.03% | 34,335 | SH |
| 25 | DOLLAR TREE INC | DLTR | 256746108 | $9.1M | 1.00% | 83,330 | SH |
| 26 | JPMORGAN CHASE & CO | JPM | 46625H100 | $9.1M | 1.00% | 30,971 | SH |
| 27 | ASML HLDG NV | ASML | N07059210 | $8.9M | 0.98% | 6,747 | SH |
| 28 | HONEYWELL INTL INC | HON | 438516106 | $7.7M | 0.85% | 34,261 | SH |
| 29 | DISNEY WALT CO | DIS | 254687106 | $7.4M | 0.81% | 76,266 | SH |
| 30 | WATSCO INC | WSO | 942622200 | $6.9M | 0.76% | 18,947 | SH |
| 31 | APPLE INC | AAPL | 037833100 | $5.8M | 0.64% | 22,936 | SH |
| 32 | BOSTON OMAHA CORP | BOC | 101044105 | $5.0M | 0.55% | 425,444 | SH |
| 33 | ADOBE INC | ADBE | 00724F101 | $4.2M | 0.46% | 17,366 | SH |
| 34 | BANK AMERICA CORP | BAC | 060505104 | $3.7M | 0.41% | 76,179 | SH |
| 35 | COPART INC | CPRT | 217204106 | $2.5M | 0.27% | 74,231 | SH |
| 36 | ENTEGRIS INC | ENTG | 29362U104 | $2.2M | 0.25% | 19,079 | SH |
| 37 | META PLATFORMS INC | META | 30303M102 | $2.0M | 0.22% | 3,513 | SH |
| 38 | DEERE & CO | DE | 244199105 | $2.0M | 0.21% | 3,470 | SH |
| 39 | BROWN & BROWN INC | BRO | 115236101 | $1.7M | 0.19% | 25,877 | SH |
| 40 | ABBOTT LABORATORIES | ABT | 002824100 | $1.4M | 0.16% | 14,037 | SH |
| 41 | GENERAL DYNAMICS CORP | GD | 369550108 | $1.3M | 0.15% | 3,900 | SH |
| 42 | OLD DOMINION FREIGHT LINE IN | ODFL | 679580100 | $1.2M | 0.13% | 6,193 | SH |
| 43 | PEPSICO INC | PEP | 713448108 | $760.9K | 0.08% | 4,900 | SH |
| 44 | VANGUARD INDEX FDS | VOO | 922908363 | $718.3K | 0.08% | 1,202 | SH |
| 45 | PROCTER & GAMBLE CO | PG | 742718109 | $713.5K | 0.08% | 4,940 | SH |
| 46 | MCCORMICK & CO INC | MKC | 579780206 | $665.8K | 0.07% | 13,200 | SH |
| 47 | BECTON DICKINSON & CO | BDX | 075887109 | $605.3K | 0.07% | 3,850 | SH |
| 48 | PRICE T ROWE GROUP INC | TROW | 74144T108 | $549.9K | 0.06% | 6,100 | SH |
| 49 | PFIZER INC | PFE | 717081103 | $466.1K | 0.05% | 16,600 | SH |
| 50 | NVIDIA CORPORATION | NVDA | 67066G104 | $343.5K | 0.04% | 1,970 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $909.8M | 56 | 0001730478-26-000002 |
| 2025-12-31 | 2026-02-13 | $999.0M | 53 | 0001730478-26-000001 |
| 2025-09-30 | 2025-11-14 | $1.00B | 53 | 0001730478-25-000008 |