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Ironvine Capital Partners, LLC

CIK:0001730478
Investment Adviser
$965M AUM
51 holdings
Omaha, NE, United States
Founded:2007
7 employees
Latest filing:Jun 30, 2025

Independently owned, research-driven public equity manager investing in durable, growing businesses run by management teams who think and act like owners. Focuses on long-term business outcomes and attractive returns through fundamental research and a multi-year investment horizon.

Investment Strategy

Research-driven, long-term equity investing in high-quality, owner-operated businesses with durable growth prospects.

Latest 13F Filing Activity

Ironvine Capital Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 51 equity positions with a total 13F market value of $965M. The fund increased holdings in Microsoft Corp., Heico Corp. New, Amazon Com Inc. among other positions. Ironvine Capital Partners, LLC reduced exposure to Unitedhealth Group Inc., Thermo Fisher Scientific Inc., Berkshire Hathaway Inc. Del among others.

Top Buys
M
MSFTMICROSOFT CORP
+$17.1M
H
HEI-AHEICO CORP NEW
+$10.7M
A
AMZNAMAZON COM INC
+$10.4M
A
ADIANALOG DEVICES INC
+$6.9M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+$5.1M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$10.8M
T
TMOTHERMO FISHER SCIENTIFIC INC
-$8.7M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$4.6M
A
AONAON PLC
-$4.2M
D
DGDOLLAR GEN CORP NEW
-$4.2M

Top Holdings

M
MSFTMICROSOFT CORP
+9.5%$91.4M
A
AMZNAMAZON COM INC
+7.8%$75.1M
H
HEI-AHEICO CORP NEW
+6.3%$60.8M
V
VVISA INC
+5.5%$53.2M
S
SPGIS&P GLOBAL INC
+5.3%$50.7M

Equity Positions (51)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP9.47%$91.4M183,797$114.06$497.41+$17.1M
AMAZON COM INC7.79%$75.1M342,500$138.35$219.39+$10.4M
HEICO CORP NEW6.30%$60.8M234,871$90.32$258.75+$10.7M
V
V
VISA INC5.52%$53.2M149,909$162.08$355.05+$789.0K
S&P GLOBAL INC5.26%$50.7M96,196$220.13$527.29+$1.9M

Industry Allocation

SERVICES-BUSINESS SERVICES, NEC
+12.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+11.7%
SERVICES-PREPACKAGED SOFTWARE
+10.4%
SERVICES-CONSUMER CREDIT REPORTING, COLLECTION AGENCIES
+8.6%
SEMICONDUCTORS & RELATED DEVICES
+8.0%

Investment Team (2)

NameRoleLocationLinkedIn
E
Eric Ruden
Research AnalystOmaha, NE , United States
R
Ryan Mendlik
Research AnalystOmaha, NE , United States