Ironvine Capital Partners, LLC
CIK 1730478
13F filing for Q2 2026・No. 2,465
- Holdings
- US$1.07B
- Quarter change
- +US$163.33M
- Entries
- 57
- Net bought (estimate)
- +US$49.9M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 6
- Cut 19
- Added 15
- Corporate actions 2
- Unchanged 15
Largest holdings
56 stocks worth US$1.07B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Cut | 327,318 | US$78.01M | 7.27% |
| HEI.AHEICO CORP NEWCL A | Added | 245,819 | US$63.4M | 5.91% |
| MSFTMicrosoftCOM | Cut | 154,673 | US$57.7M | 5.38% |
| VVISA INCCOM CL A | Added | 166,436 | US$57.1M | 5.32% |
| GOOGALPHABET INCCAP STK CL C | Cut | 161,317 | US$57M | 5.31% |
| ADIANALOG DEVICES INCCOM | Cut | 141,087 | US$56.04M | 5.22% |
| UNPUNION PAC CORPCOM | Added | 191,825 | US$52.18M | 4.86% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 98,081 | US$49.08M | 4.57% |
| AONAON PLCSHS CL A | Added | 119,841 | US$39.75M | 3.70% |
| SPGIS&P GLOBAL INCCOM | Cut | 96,397 | US$39.26M | 3.66% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.