Ironvine Capital Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 50Value: $921.1MLatest: 2025Q1

Ironvine Capital Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 50 holdings worth $0.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "ENTG",
  "ABT",
  "ADBE",
  "GOOGL",
  "LOW",
  "GD",
  "HON",
  "UNP",
  "HEI-A",
  "AMAT",
  "MA",
  "MSFT",
  "HEI",
  "ODFL",
  "ORLY",
  "DG",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "PFE",
  "PG",
  "MKC",
  null,
  "SPGI",
  "TMO",
  "TSM",
  "AON",
  "APH",
  "DLTR",
  "AMZN",
  "VOO",
  "V",
  null,
  "LH",
  "BAC",
  "BRK-B",
  "BDX",
  "BOC",
  "COST",
  "CSGP",
  "DHR",
  "DE",
  "ADI",
  "MCO",
  "DIS",
  "GOOG",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 50
Total Value: 921118420
Accession Number: 0001730478-25-000002
Form Type: 13F-HR
CIK: ironvine-capital-partners
Manager Name: Ironvine-Capital-Partners

Data Enrichment

96% identified

48 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

50 positions • $921.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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MICROSOFT CORP

MSFT|594918104

Shares:197.9K

Value:$74.3M

% of Portfolio:8.1% ($74.3M/$921.1M)

AMAZON COM INC

AMZN|023135106

Shares:340.4K

Value:$64.8M

% of Portfolio:7.0% ($64.8M/$921.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:100.2K

Value:$53.4M

% of Portfolio:5.8% ($53.4M/$921.1M)

VISA INC.

V|92826C839

Shares:149.6K

Value:$52.4M

% of Portfolio:5.7% ($52.4M/$921.1M)

HEICO CORP

HEI-A|422806208

Shares:237.6K

Value:$50.1M

% of Portfolio:5.4% ($50.1M/$921.1M)

S&P Global Inc.

SPGI|78409V104

Shares:96.0K

Value:$48.8M

% of Portfolio:5.3% ($48.8M/$921.1M)

Alphabet Inc.

GOOG|02079K107

Shares:292.4K

Value:$45.7M

% of Portfolio:5.0% ($45.7M/$921.1M)

ANALOG DEVICES INC

ADI|032654105

Shares:211.4K

Value:$42.6M

% of Portfolio:4.6% ($42.6M/$921.1M)

Aon plc

AON|G0403H108

Shares:105.1K

Value:$41.9M

% of Portfolio:4.6% ($41.9M/$921.1M)

MOODYS CORP /DE/

MCO|615369105

Shares:82.3K

Value:$38.3M

% of Portfolio:4.2% ($38.3M/$921.1M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:77.0K

Value:$38.3M

% of Portfolio:4.2% ($38.3M/$921.1M)

Mastercard Inc

MA|57636Q104

Shares:67.1K

Value:$36.8M

% of Portfolio:4.0% ($36.8M/$921.1M)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:458.0K

Value:$36.3M

% of Portfolio:3.9% ($36.3M/$921.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:62.7K

Value:$32.8M

% of Portfolio:3.6% ($32.8M/$921.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:33.4K

Value:$31.6M

% of Portfolio:3.4% ($31.6M/$921.1M)

LOWES COMPANIES INC

LOW|548661107

Shares:110.0K

Value:$25.6M

% of Portfolio:2.8% ($25.6M/$921.1M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:16.8K

Value:$24.1M

% of Portfolio:2.6% ($24.1M/$921.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:106.1K

Value:$21.8M

% of Portfolio:2.4% ($21.8M/$921.1M)

LABCORP HOLDINGS INC.

LH|504922105

Shares:90.7K

Value:$21.1M

% of Portfolio:2.3% ($21.1M/$921.1M)

Apple Inc.

AAPL|037833100

Shares:80.2K

Value:$17.8M

% of Portfolio:1.9% ($17.8M/$921.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	197.9K	QoQ -1.07% (-2.2K) YoY -4.95% (-10.3K)	All Managers (Combined)	$74.3M	8.1% ($74.3M/$921.1M)	QoQ -11.89% (-$10.0M) YoY -15.19% (-$13.3M)
AMAZON COM INC(AMZNcusip023135106)	340.4K	QoQ -1.50% (-5.2K) YoY +20.05% (+56.9K)	All Managers (Combined)	$64.8M	7.0% ($64.8M/$921.1M)	QoQ -14.58% (-$11.1M) YoY +26.63% (+$13.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	100.2K	QoQ -3.42% (-3.5K) YoY -6.67% (-7.2K)	All Managers (Combined)	$53.4M	5.8% ($53.4M/$921.1M)	QoQ +13.47% (-$6.3M) YoY +18.19% (-$8.2M)
VISA INC.(Vcusip92826C839)	149.6K	QoQ -5.29% (-8.4K) YoY -4.90% (-7.7K)	All Managers (Combined)	$52.4M	5.7% ($52.4M/$921.1M)	QoQ +5.02% (-$2.5M) YoY +19.41% (-$8.5M)
HEICO CORP(HEI-Acusip422806208)	237.6K	QoQ -0.80% (-1.9K) YoY -0.06% (-156)	All Managers (Combined)	$50.1M	5.4% ($50.1M/$921.1M)	QoQ +12.46% (-$5.6M) YoY +36.95% (-$13.5M)
S&P Global Inc.(SPGIcusip78409V104)	96.0K	QoQ -1.25% (-1.2K) YoY -5.22% (-5.3K)	All Managers (Combined)	$48.8M	5.3% ($48.8M/$921.1M)	QoQ +0.73% (-$356.6K) YoY +13.18% (-$5.7M)
Alphabet Inc.(GOOGcusip02079K107)	292.4K	QoQ -7.80% (-24.8K) YoY -9.96% (-32.4K)	All Managers (Combined)	$45.7M	5.0% ($45.7M/$921.1M)	QoQ -24.36% (-$14.7M) YoY -7.62% (-$3.8M)
ANALOG DEVICES INC(ADIcusip032654105)	211.4K	QoQ -5.51% (-12.3K) YoY -5.29% (-11.8K)	All Managers (Combined)	$42.6M	4.6% ($42.6M/$921.1M)	QoQ -10.31% (-$4.9M) YoY -3.44% (-$1.5M)
Aon plc(AONcusipG0403H108)	105.1K	QoQ -1.75% (-1.9K) YoY -2.83% (-3.1K)	All Managers (Combined)	$41.9M	4.6% ($41.9M/$921.1M)	QoQ +9.17% (-$3.5M) YoY +16.20% (-$5.8M)
MOODYS CORP /DE/(MCOcusip615369105)	82.3K	QoQ -3.10% (-2.6K) YoY -8.60% (-7.8K)	All Managers (Combined)	$38.3M	4.2% ($38.3M/$921.1M)	QoQ -4.67% (-$1.9M) YoY +8.29% (-$2.9M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	77.0K	QoQ +5.75% (+4.2K) YoY -0.71% (-552)	All Managers (Combined)	$38.3M	4.2% ($38.3M/$921.1M)	QoQ +1.15% (+$436.7K) YoY -14.99% (-$6.8M)
Mastercard Inc(MAcusip57636Q104)	67.1K	QoQ +0.01% (+12) YoY +0.18% (+122)	All Managers (Combined)	$36.8M	4.0% ($36.8M/$921.1M)	QoQ +4.11% (+$1.5M) YoY +14.02% (+$4.5M)
COSTAR GROUP, INC.(CSGPcusip22160N109)	458.0K	QoQ -1.87% (-8.8K) YoY +0.92% (-4.2K)	All Managers (Combined)	$36.3M	3.9% ($36.3M/$921.1M)	QoQ +8.59% (-$2.9M) YoY -17.22% (-$7.5M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	62.7K	QoQ -2.54% (-1.6K) YoY -0.10% (-67)	All Managers (Combined)	$32.8M	3.6% ($32.8M/$921.1M)	QoQ +0.89% (-$291.9K) YoY +5.75% (-$1.8M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	33.4K	QoQ -0.97% (-328) YoY -3.46% (-1.2K)	All Managers (Combined)	$31.6M	3.4% ($31.6M/$921.1M)	QoQ +2.21% (-$685.1K) YoY +24.62% (-$6.2M)
LOWES COMPANIES INC(LOWcusip548661107)	110.0K	QoQ -0.01% (-18) YoY +0.61% (-671)	All Managers (Combined)	$25.6M	2.8% ($25.6M/$921.1M)	QoQ -5.51% (-$1.5M) YoY -7.87% (-$2.2M)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	16.8K	QoQ +0.04% (+8) YoY +1.51% (+250)	All Managers (Combined)	$24.1M	2.6% ($24.1M/$921.1M)	QoQ +20.86% (+$4.2M) YoY +28.82% (+$5.4M)
DANAHER CORP /DE/(DHRcusip235851102)	106.1K	QoQ -16.60% (-21.1K) YoY +2.94% (-3.0K)	All Managers (Combined)	$21.8M	2.4% ($21.8M/$921.1M)	QoQ -25.52% (-$7.5M) YoY -15.49% (-$4.0M)
LABCORP HOLDINGS INC.(LHcusip504922105)	90.7K	QoQ -1.85% (-1.7K) YoY NEW(+90.7K)	All Managers (Combined)	$21.1M	2.3% ($21.1M/$921.1M)	QoQ -0.39% (-$82.8K) YoY NEW(+$21.1M)
Apple Inc.(AAPLcusip037833100)	80.2K	QoQ -0.20% (-165) YoY -9.85% (-8.8K)	All Managers (Combined)	$17.8M	1.9% ($17.8M/$921.1M)	QoQ -11.47% (-$2.3M) YoY +16.77% (-$2.6M)