Ironvine Capital Partners, LLC Portfolio Holdings

Ironvine Capital Partners, LLC

  • $880 Million
  • Q2 2025

Ironvine Capital Partners, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $880 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $91.4M, Amazon Com Inc with a value of $75.1M, Visa Inc. with a value of $53.2M, S&P Global Inc. with a value of $50.7M, and Analog Devices Inc with a value of $49.5M.

Examining the 13F form we can see an increase of $30.6M in the current position value, from $850M to 880M.

Ironvine Capital Partners, LLC is based out at Omaha, NE

Below you can find more details about Ironvine Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $880 Million
Financial Services: $283 Million
Technology: $206 Million
Consumer Cyclical: $122 Million
Healthcare: $75.9 Million
Communication Services: $60 Million
Industrials: $52.9 Million
Consumer Defensive: $43.8 Million
Real Estate: $35.4 Million
Other: $1.46 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.72T
$91.4 Million 10.39% of portfolio
183,797
Q2 2025 Reduced 7.12%
$2.43T
$75.1 Million 8.54% of portfolio
342,500
Q2 2025 Added 0.62%
$562B
$53.2 Million 6.05% of portfolio
149,909
Q2 2025 Added 0.19%
$178B
$50.7 Million 5.76% of portfolio
96,196
Q2 2025 Added 0.21%
$128B
$49.5 Million 5.62% of portfolio
208,021
Q2 2025 Reduced 1.59%
$641B
$48.7 Million 5.54% of portfolio
100,324
Q2 2025 Added 0.15%
$1.46T
$41.9 Million 4.76% of portfolio
236,330
Q2 2025 Reduced 19.18%
$93.1B
$41.4 Million 4.7% of portfolio
82,516
Q2 2025 Added 0.2%
$557B
$37.8 Million 4.29% of portfolio
67,269
Q2 2025 Added 0.27%
$75.8B
$37.7 Million 4.29% of portfolio
105,746
Q2 2025 Added 0.65%
$35.8B
$35.4 Million 4.02% of portfolio
440,414
Q2 2025 Reduced 3.83%
$433B
$33.1 Million 3.76% of portfolio
33,441
Q2 2025 Added 0.13%
$189B
$29.6 Million 3.36% of portfolio
73,044
Q2 2025 Reduced 5.11%
$167B
$24.4 Million 2.77% of portfolio
110,101
Q2 2025 Added 0.13%
$6.71B
$22.8 Million 2.59% of portfolio
252,957
Q2 2025 Added 1,406.5%
$325B
$22.1 Million 2.51% of portfolio
70,722
Q2 2025 Added 12.76%
$133B
$17.7 Million 2.01% of portfolio
76,740
Q2 2025 Added 40.51%
$1.3T
$16 Million 1.82% of portfolio
70,757
Q2 2025 Added 7.2%
$3.77T
$14.4 Million 1.63% of portfolio
70,086
Q2 2025 Reduced 12.6%
$69.5B
$12.6 Million 1.43% of portfolio
127,345
Q2 2025 Added 5.8%
$17.2B
$12.2 Million 1.38% of portfolio
37,076
Q2 2025 Reduced 1.35%
$165B
$10.3 Million 1.17% of portfolio
26,593
Q4 2024 Reduced 19.21%
$214B
$9.46 Million 1.07% of portfolio
76,266
Q4 2024 Reduced 2.29%
$874B
$8.98 Million 1.02% of portfolio
30,971
Q3 2024 Reduced -0.0%
$144B
$8.75 Million 0.99% of portfolio
17,208
Q2 2025 Reduced 14.17%
$141B
$8.61 Million 0.98% of portfolio
47,024
Q2 2025 Added 3.81%
$21.6B
$8.25 Million 0.94% of portfolio
83,348
Q2 2025 Reduced 0.18%
$144B
$7.66 Million 0.87% of portfolio
32,878
Q2 2025 Added 31.07%
$384M
$6.65 Million 0.76% of portfolio
473,606
Q2 2025 Added 1.69%
$13.3B
$3.7 Million 0.42% of portfolio
8,382
Q2 2025 New
$404B
$3.6 Million 0.41% of portfolio
76,179
Q2 2023 Reduced 50.1%
$12.1B
$2.68 Million 0.3% of portfolio
33,277
Q2 2025 Added 16.44%
$1.72T
$1.99 Million 0.23% of portfolio
2,696
Q2 2025 New
$231B
$1.91 Million 0.22% of portfolio
14,037
Q1 2024 Added 0.62%
$16.6B
$1.84 Million 0.21% of portfolio
11,338
Q2 2025 Added 1.96%
$88.2B
$1.14 Million 0.13% of portfolio
3,900
Q4 2019 New
$17.4B
$1 Million 0.11% of portfolio
13,200
Q4 2020 Added 100.0%
$378B
$787,000 0.09% of portfolio
4,940
Q2 2021 Reduced 80.32%
$54.3B
$663,000 0.08% of portfolio
3,850
Q4 2019 New
$0
$682,000 0.08% of portfolio
1,202
Q4 2024 Reduced 0.25%
$197B
$646,000 0.07% of portfolio
4,900
Q2 2021 Reduced 73.96%
$24.2B
$588,000 0.07% of portfolio
6,100
Q1 2023 Reduced 46.96%
$139B
$402,000 0.05% of portfolio
16,600
Q3 2024 Reduced 2.08%
$0
$326,000 0.04% of portfolio
6,441
Q4 2023 Reduced 31.69%
$189B
$230,000 0.03% of portfolio
293
Q2 2025 New
$0
$224,000 0.03% of portfolio
1,227
Q2 2025 Added 4.07%
$0
$227,000 0.03% of portfolio
366
Q2 2025 Added 2.81%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.14%
-
$0 0.0% of portfolio
-
Q3 2023 Added 6.19%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $880 Million
  • Prior Value $850 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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