Ironvine Capital Partners, LLC 13F 持仓 · 2026年Q2
Ironvine Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 56 只证券，申报市值合计 10.73 亿美元。前几大持仓：AMZN（7.27%）、HEIA（5.91%）、MSFT（5.38%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $78.0M | 7.27% | 327,318 | 减持 |
| 2 | HEIA | HEICO CORP NEW | $63.4M | 5.91% | 245,819 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $57.7M | 5.38% | 154,673 | 减持 |
| 4 | V | VISA INC | $57.1M | 5.32% | 166,436 | 增持 |
| 5 | GOOG | ALPHABET INC | $57.0M | 5.31% | 161,317 | 减持 |
| 6 | ADI | ANALOG DEVICES INC | $56.0M | 5.22% | 141,087 | 减持 |
| 7 | UNP | UNION PAC CORP | $52.2M | 4.86% | 191,825 | 增持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $49.1M | 4.57% | 98,081 | 增持 |
| 9 | AON | AON PLC | $39.8M | 3.70% | 119,841 | 增持 |
| 10 | SPGI | S&P GLOBAL INC | $39.3M | 3.66% | 96,397 | 减持 |
| 11 | MCO | MOODYS CORP | $38.6M | 3.60% | 85,200 | 增持 |
| 12 | UNH | UNITEDHEALTH GROUP INC | $34.9M | 3.25% | 83,943 | 增持 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $31.6M | 2.95% | 66,236 | 减持 |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $31.0M | 2.89% | 61,788 | 减持 |
| 15 | MA | MASTERCARD INCORPORATED | $30.5M | 2.85% | 59,464 | 减持 |
| 16 | DHR | DANAHER CORP DEL | $28.1M | 2.62% | 147,751 | 增持 |
| 17 | META | META PLATFORMS INC | $27.7M | 2.58% | 49,129 | 增持 |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $25.3M | 2.36% | 27,040 | 减持 |
| 19 | ORLY | OREILLY AUTOMOTIVE INC | $25.3M | 2.36% | 274,802 | 增持 |
| 20 | LOW | LOWES COS INC | $24.9M | 2.32% | 113,004 | 增持 |
| 21 | AMAT | APPLIED MATLS INC | $24.4M | 2.27% | 33,703 | 减持 |
| 22 | SAP | SAP SE | $22.2M | 2.07% | 144,159 | 新建仓 |
| 23 | APH | AMPHENOL CORP | $16.1M | 1.50% | 91,478 | 减持 |
| 24 | ASML | ASML HLDG NV | $15.3M | 1.43% | 7,696 | 增持 |
| 25 | LH | LABCORP HOLDINGS INC | $15.3M | 1.43% | 54,819 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR