§ 13F · FUND PROFILE
DDD Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $932.7T (13F)Positions · 112Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$51.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 1.15M | $555.7T | 35.4% | ±0% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 114K | $57.3T | 3.6% | −11% |
| 3 | AAPL | APPLE INC | 164K | $44.7T | 2.8% | +2% |
| 4 | AMZN | AMAZON COM INC | 180K | $41.5T | 2.6% | ±0% |
| 5 | AVGO | BROADCOM INC | 87K | $30.1T | 1.9% | +1% |
| 6 | NWPX | NWPX INFRASTRUCTURE INC | 443K | $27.7T | 1.8% | −1% |
| 7 | GOOG | ALPHABET INC | 80K | $25.3T | 1.6% | −27% |
| 8 | CMI | CUMMINS INC | 46K | $23.5T | 1.5% | +1% |
| 9 | CB | CHUBB LIMITED | 73K | $22.9T | 1.5% | +1% |
| 10 | NVDA | NVIDIA CORPORATION | 121K | $22.6T | 1.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DDD SIGNAL
AC read
DDD Partners, LLC is a Other fund managing $932736.4 trillion in assets. The fund runs a portfolio of 112 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed