§ 13F · FUND PROFILE
DDD Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.6B (13F)Positions · 129Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$126M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 1.15M | $427M | 29.4% | +2% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 114K | $55M | 3.8% | ±0% |
| 3 | AAPL | APPLE INC | 165K | $42M | 2.9% | ±0% |
| 4 | AMZN | AMAZON COM INC | 180K | $38M | 2.6% | ±0% |
| 5 | NWPX | NWPX INFRASTRUCTURE INC | 425K | $33M | 2.3% | −4% |
| 6 | COST | COSTCO WHOLESALE CORPORATION | 26K | $26M | 1.8% | ±0% |
| 7 | AVGO | BROADCOM INC | 80K | $25M | 1.7% | −8% |
| 8 | GOOG | ALPHABET INC | 81K | $23M | 1.6% | +1% |
| 9 | NVDA | NVIDIA CORPORATION | 124K | $22M | 1.5% | +2% |
| 10 | CVX | CHEVRON CORPORATION | 104K | $22M | 1.5% | −18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DDD SIGNAL
AC read
DDD Partners, LLC is a Other fund managing $1.6 billion in assets. The fund runs a portfolio of 129 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed