Ddd Partners, LLC Portfolio Holdings

Ddd Partners, LLC

  • $1.57 Billion
  • Q3 2025

Ddd Partners, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.57 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $592M, Berkshire Hathaway Inc Class B with a value of $64.5M, Apple Inc. with a value of $40.9M, Amazon Com Inc with a value of $39.2M, and Elanco Animal Health Inc with a value of $35.3M.

Examining the 13F form we can see an increase of $640M in the current position value, from $925M to 1.57B.

Below you can find more details about Ddd Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.57 Billion
Technology: $807 Million
Financial Services: $157 Million
Healthcare: $137 Million
Industrials: $90.9 Million
Consumer Cyclical: $84.9 Million
Communication Services: $71 Million
Energy: $65.1 Million
ETFs: $51 Million
Other: $101 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$592 Million 37.85% of portfolio
1,143,636
Q3 2025 Added 528.63%
$662B
$64.5 Million 4.12% of portfolio
128,370
Q3 2025 Reduced 7.6%
$4.3T
$40.9 Million 2.61% of portfolio
160,529
Q3 2025 Added 2.02%
$2.39T
$39.2 Million 2.51% of portfolio
178,754
Q3 2025 Added 2.7%
$10B
$35.3 Million 2.26% of portfolio
1,753,369
Q3 2025 Added 6.62%
$139B
$28.6 Million 1.83% of portfolio
86,633
Q3 2025 Reduced 20.31%
$1.74T
$27 Million 1.72% of portfolio
110,738
Q3 2025 Added 2.51%
$1.37T
$24.3 Million 1.55% of portfolio
33,136
Q3 2025 Added 872.59%
$404B
$24 Million 1.54% of portfolio
25,966
Q3 2025 Added 0.49%
$565M
$23.6 Million 1.51% of portfolio
446,637
Q3 2025 Reduced 0.14%
$465B
$22.3 Million 1.42% of portfolio
119,313
Q3 2025 Added 4.32%
$11.8B
$21.8 Million 1.39% of portfolio
416,149
Q3 2025 Added 2.74%
$413B
$20.9 Million 1.33% of portfolio
404,353
Q3 2025 Added 6,794.34%
$13.7B
$20.7 Million 1.33% of portfolio
488,558
Q3 2025 Reduced 11.46%
$123B
$20.6 Million 1.32% of portfolio
72,979
Q3 2025 Added 3.15%
$414B
$20.5 Million 1.31% of portfolio
88,406
Q3 2025 Reduced 17.13%
$35B
$19.7 Million 1.26% of portfolio
172,033
Q3 2025 New
$65.2B
$19.4 Million 1.24% of portfolio
45,887
Q3 2025 Reduced 35.96%
$303B
$19.4 Million 1.24% of portfolio
124,991
Q3 2025 Reduced 18.97%
$114B
$19.2 Million 1.23% of portfolio
168,071
Q3 2025 New
$204B
$19.2 Million 1.23% of portfolio
136,557
Q3 2025 New
$61.6B
$19.1 Million 1.22% of portfolio
676,125
Q3 2025 New
$18B
$18.9 Million 1.21% of portfolio
136,549
Q3 2025 New
$367B
$18.7 Million 1.19% of portfolio
46,123
Q3 2025 Reduced 6.11%
$319B
$18.5 Million 1.18% of portfolio
270,751
Q3 2025 Reduced 24.93%
$160B
$18.3 Million 1.17% of portfolio
92,270
Q3 2025 Added 7,732.77%
$172B
$18.3 Million 1.17% of portfolio
416,063
Q3 2025 New
$100B
$17.7 Million 1.13% of portfolio
65,430
Q3 2025 New
$228B
$17.4 Million 1.11% of portfolio
129,596
Q3 2025 Added 2.96%
$181B
$17.1 Million 1.09% of portfolio
174,824
Q3 2025 Added 243.73%
$169B
$15.2 Million 0.97% of portfolio
16,566
Q3 2025 Added 63.2%
$300B
$15 Million 0.96% of portfolio
43,388
Q3 2025 Added 90.42%
$23.2B
$14.3 Million 0.92% of portfolio
33,310
Q3 2025 Added 2.89%
$14.8B
$14.4 Million 0.92% of portfolio
292,750
Q3 2025 Reduced 19.6%
$258B
$14.3 Million 0.91% of portfolio
85,349
Q3 2025 Added 3.99%
$12.5B
$13 Million 0.83% of portfolio
45,295
Q3 2025 Added 2.27%
$61.4B
$12.3 Million 0.79% of portfolio
60,369
Q3 2025 New
$74.3B
$12 Million 0.77% of portfolio
21,361
Q3 2025 Added 4.22%
$222B
$11.7 Million 0.75% of portfolio
24,199
Q3 2025 Added 1.77%
$86.4B
$11.6 Million 0.74% of portfolio
32,944
Q3 2025 New
$177B
$11.5 Million 0.74% of portfolio
59,137
Q3 2025 Added 2.56%
$122M
$11.1 Million 0.71% of portfolio
1,140,424
Q3 2025 Reduced 0.02%
$0
$8.35 Million 0.53% of portfolio
141,971
Q3 2025 Added 5.8%
$0
$6.53 Million 0.42% of portfolio
81,674
Q3 2025 Added 6.01%
$0
$5.62 Million 0.36% of portfolio
105,068
Q3 2025 Added 4.29%
$3.22B
$5.58 Million 0.36% of portfolio
103,611
Q3 2025 Reduced 9.97%
$0
$4.4 Million 0.28% of portfolio
45,613
Q3 2025 Added 5.91%
$0
$3.99 Million 0.25% of portfolio
137,019
Q3 2025 Added 3.93%
$0
$3.7 Million 0.24% of portfolio
5,559
Q3 2025 Reduced 26.45%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $1.57 Billion
  • Prior Value $925 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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