Investor Details
Filer Name: | IRONVINE CAPITAL PARTNERS, LLC |
---|---|
CIK: | 1730478 |
Period: | 2024-12-31 |
Filed At: | 2025-02-14 |
Number of Holdings: | 47 |
Portfolio Value: | $0.93B |
Ironvine Capital Partners, Llc Top Holdings
Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
---|---|---|---|---|---|---|---|
MSFT | US | MICROSOFT CORP | 200,050 | $84M | 9.03% | -0.4% | - |
AMZN | US | AMAZON.COM INC | 345,588 | $76M | 8.12% | -1.3% | - |
GOOG | US | ALPHABET INC-CL C | 317,193 | $60M | 6.47% | -0.7% | - |
V | US | VISA INC-CLASS A SHARES | 157,985 | $50M | 5.35% | 0.3% | - |
SPGI | US | S&P GLOBAL INC | 97,224 | $48M | 5.19% | -0.2% | - |
ADI | US | ANALOG DEVICES INC | 223,712 | $48M | 5.09% | 0.0% | - |
BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 103,727 | $47M | 5.04% | 0.0% | - |
HEI/A | US | HEICO CORP-CLASS A | 239,504 | $45M | 4.78% | 0.2% | - |
MCO | US | MOODY'S CORP | 84,985 | $40M | 4.31% | -0.3% | - |
AON | US | AON PLC-CLASS A | 106,937 | $38M | 4.12% | 0.3% | - |
TMO | US | THERMO FISHER SCIENTIFIC INC | 72,789 | $38M | 4.06% | -6.3% | - |
MA | US | MASTERCARD INC - A | 67,078 | $35M | 3.78% | -0.1% | - |
CSGP | US | COSTAR GROUP INC | 466,711 | $33M | 3.58% | -1.1% | - |
UNH | US | UNITEDHEALTH GROUP INC | 64,359 | $33M | 3.49% | 0.9% | - |
COST | US | COSTCO WHOLESALE CORP | 33,726 | $31M | 3.31% | -0.1% | - |
DHR | US | DANAHER CORP | 127,225 | $29M | 3.13% | 23.1% | - |
LOW | US | LOWE'S COS INC | 109,971 | $27M | 2.91% | -0.1% | - |
LH | US | LABCORP HOLDINGS INC | 92,372 | $21M | 2.27% | 0.0% | - |
AAPL | US | APPLE INC | 80,351 | $20M | 2.16% | -0.1% | - |
ORLY | US | O'REILLY AUTOMOTIVE INC | 16,783 | $20M | 2.13% | 0.0% | - |