Ironvine Capital Partners, LLC
•CIK: 1730478•Filing: Q4 2025
**Ironvine Capital Partners, LLC** manages $999M across a diversified portfolio of 53 positions. The fund maintains significant exposure to mega-cap technology leaders, with top holdings including AMZN at $77.5M and MSFT at $74.7M. Further concentration is evident in GOOG ($68.7M), HEI/A ($59.1M), and V ($51.8M). This allocation profile suggests a conviction-driven, large-cap growth and value mandate.
Total AUM
$999.0M
QoQ Performance
-0.6%
Positions
51
Top 10 Concentration
56.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN
MSFT
GOOG
HEI/A
V
SPGI
AMZN7.8%
MSFT7.5%
GOOG6.9%
HEI/A5.9%
V5.2%
SPGI5.0%
ADI5.0%
BRK/B4.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.4%
Financial19.2%
Technology15.8%
Consumer13.3%
Healthcare8.6%
Industrial5.8%
Communication0.9%
ETF0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑12 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023