Ironvine Capital Partners, LLC

RIA/Wealth • Value

Ironvine Capital Partners, LLC is a Value-focused institution based in Atlanta, GA led by Matthew Wayne Barnes, reporting $1.1B in AUM as of Q3 2025 with 56% concentrated in top 10 holdings.

MemberMatthew Wayne Barnes

Portfolio Value: $1.0B
Positions: 53
Top Holding: MSFT at 9.42%
Last Reported: Q3 2025

Address3355 Lenox Rd, Suite 925, Atlanta, GA, 30326, United States

Top Holdings

Largest long holdings in Ironvine Capital Partners, LLC's portfolio (55.9% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$94.6M	9.42%	-$568.2K Sold	0.00% 182.7K shares	Q4 2017 Held for 7y 11m
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$74.2M	7.38%	-$1.0M Sold	0.00% 337.8K shares	Q4 2017 Held for 7y 11m
3 Heico Corporation HEI.A	Aerospace & Defense Industrials	$59.6M	5.93%	-$91.5K Sold	0.17% 234.5K shares	Q4 2019 Held for 5y 11m
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$57.6M	5.73%	-$487.1 Sold	0.00% 236.3K shares	Q2 2018 Held for 7y 5m
5 Analog Devices ADI	Semiconductors Technology	$51.0M	5.08%	-$91.4K Sold	0.04% 207.6K shares	Q1 2019 Held for 6y 8m
6 Visa V	Financial - Credit Services Financial Services	$50.7M	5.05%	-$462.2K Sold	0.01% 148.6K shares	Q4 2017 Held for 7y 11m
7 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$49.7M	4.95%	-$694.8K Sold	0.00% 98.9K shares	Q4 2019 Held for 5y 11m
8 S&P Global SPGI	Financial - Data & Stock Exchanges Financial Services	$46.7M	4.65%	-$89.6K Sold	0.03% 96.0K shares	Q4 2017 Held for 7y 11m
9 Moody's MCO	Financial - Data & Stock Exchanges Financial Services	$39.2M	3.91%	-$86.7K Sold	0.05% 82.3K shares	Q4 2017 Held for 7y 11m
10 Mastercard MA	Financial - Credit Services Financial Services	$38.0M	3.78%	-$309.4K Sold	0.01% 66.7K shares	Q4 2017 Held for 7y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Ironvine Capital Partners, LLC's latest filing

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Market Value

$1.0B

Prior: $964.9M

Q/Q Change

+4.11%

+$39.7M

Net Flows % of MV

-0.095%

Turnover Ratio

1.18%

New Purchases

3 stocks

$8.5M

Added To

8 stocks

+$2.9M

Sold Out Of

0 stocks

Reduced Holdings

26 stocks

-$12.4M

Increased Positions

Position	Shares Δ	Change
1 ASML ASML ASML	New	0 → 7.0K +$6.8M
2 Brown & Brown BRO	New	0 → 17.2K +$1.6M
3 SKYH.WS Sky Harbour Group SKYH.WS	New	0 → 60.0K +$90.6K
4 Watsco WSO	+17.02%	8.4K → 9.8K +$576.9K
5 Union Pacific UNP	+11.99%	76.7K → 85.9K +$2.2M

Decreased Positions

Position	Shares Δ	Change
1 Entegris ENTG	-22.22%	33.3K → 25.9K −$683.7K
2 Old Dominion Freight Line ODFL	-14.56%	11.3K → 9.7K −$232.4K
3 Thermo Fisher Scientific TMO	-11.62%	73.0K → 64.6K −$4.1M
4 Labcorp Holdings LH	-7.13%	90.8K → 84.3K −$1.9M
5 HEICO HEI	-3.64%	37.1K → 35.7K −$435.5K