§ 13F · FUND PROFILE
DDD Partners, LLC.
AUM · $1.6B (13F)Positions · 166Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$192M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 1.14M | $424M | 26.4% | −2% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 113K | $56M | 3.5% | −1% |
| 3 | AAPL | APPLE INC | 166K | $48M | 3.0% | +1% |
| 4 | AMZN | AMAZON COM INC | 185K | $44M | 2.8% | +3% |
| 5 | NWPX | NWPX INFRASTRUCTURE INC | 250K | $37M | 2.3% | −41% |
| 6 | COST | COSTCO WHOLESALE CORPORATION | 34K | $32M | 2.0% | +31% |
| 7 | AVGO | BROADCOM INC | 81K | $31M | 1.9% | +1% |
| 8 | GOOG | ALPHABET INC | 82K | $29M | 1.8% | +1% |
| 9 | CMI | CUMMINS INC | 38K | $27M | 1.7% | ±0% |
| 10 | SPYM | SPDR SERIES TRUST | 298K | $26M | 1.6% | +130% |
§ 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 166 positions.
Read the full dossier →