Ironvine Capital Partners
Ironvine Capital Partners reported 56 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AMZN (7.3%), HEI.A (5.9%) and MSFT (5.4%). Compared with Q1 2026, the fund opened new positions in SAP, SUNB and HONA, added to HEI.A, V and UNP, trimmed AMZN, MSFT and GOOG and sold out of CPRT, ODFL and IVV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMZN Amazon Com Inc | $78M | 7.3% | 327K | −7,921 (−2%) | 8 of 8 | |
| 2 |  HEI.A Heico Corp New | $63.4M | 5.9% | 246K | +11K (+5%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $57.7M | 5.4% | 155K | −444 (−0%) | 8 of 8 | |
| 4 |  V Visa Inc | $57.1M | 5.3% | 166K | +19K (+13%) | 8 of 8 | |
| 5 |  GOOG Alphabet Inc | $57M | 5.3% | 161K | −58K (−26%) | 8 of 8 | |
| 6 |  ADI Analog Devices Inc | $56M | 5.2% | 141K | −35K (−20%) | 8 of 8 | |
| 7 |  UNP Union Pac Corp | $52.2M | 4.9% | 192K | +5,225 (+3%) | 8 of 8 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $49.1M | 4.6% | 98K | +1,360 (+1%) | 8 of 8 | |
| 9 |  AON Aon PLC | $39.8M | 3.7% | 120K | +12K (+11%) | 8 of 8 | |
| 10 |  SPGI S&P Global Inc | $39.3M | 3.7% | 96K | −339 (−0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $7.7M | 34K |
 CPRT Copart Inc | $2.5M | 74K |
 ODFL Old Dominion Freight Line in | $1.2M | 6,193 |
 IVV Ishares TR | $244K | 374 |
 QUAL Ishares TR | $243K | 1,269 |
🔒 Free account: see all 6.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 DHR Danaher Corp | Call | $210K | 1,100 | 0 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ironvine Capital Partners 13F FAQ
What does Ironvine Capital Partners own?
Ironvine Capital Partners reported 56 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AMZN (7.3%), HEI.A (5.9%) and MSFT (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Ironvine Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 15 added to, 19 trimmed and 6 sold out. New positions include SAP, SUNB and HONA. It sold all of CPRT, ODFL and IVV.
When will Ironvine Capital Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Ironvine Capital Partners's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.