Ddd Partners, LLC Portfolio Holdings

Ddd Partners, LLC

  • $819 Million
  • Q1 2025

Ddd Partners, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $819 Million distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $69.7M, Microsoft Corp with a value of $51M, Apple Inc. with a value of $34.6M, Amazon Com Inc with a value of $32.6M, and Chubb LTD with a value of $24.6M.

Examining the 13F form we can see an increase of $10.2M in the current position value, from $809M to 819M.

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

Portfolio value $819 Million
Technology: $190 Million
Healthcare: $129 Million
Financial Services: $122 Million
Industrials: $88.8 Million
Consumer Defensive: $63 Million
Energy: $55.8 Million
ETFs: $44 Million
Communication Services: $42.8 Million
Other: $83.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$622B
$69.7 Million 8.51% of portfolio
130,906
Q1 2025 Reduced 3.83%
$3.77T
$51 Million 6.22% of portfolio
135,778
Q1 2025 Reduced 0.23%
$3.45T
$34.6 Million 4.23% of portfolio
155,838
Q1 2025 Reduced 5.34%
$2.32T
$32.6 Million 3.99% of portfolio
171,576
Q1 2025 Reduced 5.79%
$116B
$24.6 Million 3.0% of portfolio
81,418
Q1 2025 Reduced 3.44%
$417B
$24.4 Million 2.98% of portfolio
25,810
Q1 2025 Reduced 1.29%
$11.4B
$24.3 Million 2.97% of portfolio
620,574
Q1 2025 Reduced 3.41%
$439B
$24.1 Million 2.94% of portfolio
145,274
Q1 2025 Added 50.54%
$155B
$23.7 Million 2.89% of portfolio
641,233
Q1 2025 Added 18.77%
$331B
$23.6 Million 2.88% of portfolio
112,523
Q1 2025 Reduced 10.23%
$294B
$23.1 Million 2.82% of portfolio
138,268
Q1 2025 Added 9.08%
$104B
$23.1 Million 2.82% of portfolio
251,582
Q1 2025 Reduced 3.25%
$122B
$22.2 Million 2.71% of portfolio
247,344
Q1 2025 Reduced 2.63%
$30.2B
$21.8 Million 2.66% of portfolio
364,848
Q1 2025 Added 6.85%
$280B
$21.7 Million 2.65% of portfolio
351,097
Q1 2025 Reduced 12.57%
$73.8B
$20.5 Million 2.5% of portfolio
186,069
Q1 2025 New
$50.4B
$18.6 Million 2.27% of portfolio
59,212
Q1 2025 Reduced 8.71%
$408M
$18.5 Million 2.26% of portfolio
448,524
Q1 2025 Reduced 0.68%
$177B
$18.3 Million 2.24% of portfolio
119,259
Q1 2025 Reduced 3.28%
$1.2B
$17.6 Million 2.14% of portfolio
989,903
Q1 2025 Added 63.09%
$9.43B
$17 Million 2.07% of portfolio
516,024
Q1 2025 Added 185.47%
$49B
$16.8 Million 2.05% of portfolio
160,725
Q1 2025 Reduced 3.16%
$1.17T
$16.5 Million 2.01% of portfolio
105,527
Q1 2025 Reduced 9.96%
$7.08B
$15.7 Million 1.91% of portfolio
1,492,992
Q1 2025 Added 202.67%
$113B
$15.7 Million 1.91% of portfolio
93,475
Q1 2025 Reduced 2.03%
$27.1B
$14 Million 1.72% of portfolio
345,208
Q1 2025 Added 110.48%
$18.8B
$13.8 Million 1.69% of portfolio
478,938
Q1 2025 Added 12.84%
$114M
$12.9 Million 1.57% of portfolio
1,151,553
Q1 2025 Reduced 0.87%
$80.2B
$12.2 Million 1.49% of portfolio
180,442
Q1 2025 New
$14.4B
$11.8 Million 1.44% of portfolio
601,050
Q1 2025 Added 165.86%
$416B
$11.4 Million 1.39% of portfolio
104,767
Q1 2025 Reduced 19.51%
$219B
$10.6 Million 1.29% of portfolio
79,695
Q1 2025 Reduced 39.08%
$6.16B
$8.19 Million 1.0% of portfolio
56,710
Q1 2025 Reduced 20.61%
$12.5B
$6.68 Million 0.82% of portfolio
110,476
Q1 2025 Reduced 10.9%
$10.1B
$6.67 Million 0.81% of portfolio
32,700
Q1 2025 New
$18.7B
$2.89 Million 0.35% of portfolio
24,000
Q2 2024 Reduced 0.05%
$91.5B
$2.77 Million 0.34% of portfolio
6,474
Q3 2022 Added 7.9%
$1.58T
$2.1 Million 0.26% of portfolio
3,637
Q1 2025 Added 1.62%
$182B
$1.62 Million 0.2% of portfolio
22,251
Q1 2025 Added 50.0%
$1.05T
$1.33 Million 0.16% of portfolio
5,134
Q1 2025 Reduced 26.51%
$575B
$1.28 Million 0.16% of portfolio
3,644
Q1 2025 Reduced 0.33%
$280M
$1.15 Million 0.14% of portfolio
200,000
Q1 2025 Reduced 0.27%
$67.9B
$1.07 Million 0.13% of portfolio
7,299
Q1 2025 Added 14.51%
$2.71B
$971,000 0.12% of portfolio
48,073
Q1 2025 Added 65.87%
$141B
$816,000 0.1% of portfolio
32,237
Q1 2025 New
$452B
$810,000 0.1% of portfolio
6,811
Q1 2025 Added 1.43%
$40.6B
$719,000 0.09% of portfolio
14,570
Q1 2025 New
$1.42B
$618,000 0.08% of portfolio
62,658
Q1 2025 New
$11B
$602,000 0.07% of portfolio
10,649
Q1 2025 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $819 Million
  • Prior Value $809 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
Track This Portfolio

Track Ddd Partners, LLC Portfolio

Follow Ddd Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ddd Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ddd Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email