Ironvine Capital Partners, LLC
SEC Form 13F institutional filer · CIK 0001730478
13F-HR · 44 reported holdings · 2026-03-31
Hedge fund manager.
Reported long-US-equity value
$0.80B
Top-10 concentration
61.5%
Ironvine Capital Partners, LLC — $803M AUM allocation strategy
Ironvine Capital Partners, LLC files SEC Form 13F and reports $803M of long US equity value across 44 reported holdings for 2026-03-31.
Its largest sector bet is Financials 29.4%, followed by Information Technology 15.8% and Consumer Discretionary 14.7%.
The top 10 holdings account for 62% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Ironvine Capital Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$803M
total across 44 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
62% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BRO +5.91K sh · +$96K+$CSGP +4.11K sh · −$9.82M+$SPGI +1.09K sh · −$8.84M
Biggest trims (shares)
−$APH −14.7K sh · −$2.95M−$DE −13K sh · −$5.72M−$ADI −7.73K sh · +$6.17M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Transaction & Payment Processing Services9.8%—
- Financial Exchanges & Data9.6%—
- Broadline Retail8.7%—
- Interactive Media & Services7.9%—
- Systems Software7.1%—
- Semiconductors7.0%—
- Life Sciences Tools & Services6.4%—
- Multi-Sector Holdings5.8%—
- Other holdings37.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMZN | Amazon.com Inc | 335K | $69.8M | -444 | 8.7% |
| $GOOGL | Alphabet Inc | 219K | $62.8M | +0 | 7.8% |
| $MSFT | Microsoft Corporation | 155K | $57.4M | +735 | 7.1% |
| $ADI | Analog Devices Inc | 176K | $56.1M | -7.73K | 7.0% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 96.7K | $46.3M | -1.48K | 5.8% |
| $UNP | Union Pacific Corporation | 187K | $45.3M | -41 | 5.6% |
| $V | Visa Inc | 148K | $44.6M | -5 | 5.6% |
| $SPGI | S&P Global Inc | 96.7K | $41.1M | +1.09K | 5.1% |
| $MCO | Moody's Corporation | 81.8K | $35.7M | -150 | 4.4% |
| $AON | Aon plc | 108K | $34.8M | +8 | 4.3% |
…and 34 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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