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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$119B
$24.6 Million 3.0% of portfolio
81,418
Q1 2025 Reduced 3.44%
$11.3B
$24.3 Million 2.97% of portfolio
620,574
Q1 2025 Reduced 3.41%
$157B
$23.7 Million 2.89% of portfolio
641,233
Q1 2025 Added 18.77%
$97.2B
$23.1 Million 2.82% of portfolio
251,582
Q1 2025 Reduced 3.25%
$117B
$22.2 Million 2.71% of portfolio
247,344
Q1 2025 Reduced 2.63%
$32.3B
$21.8 Million 2.66% of portfolio
364,848
Q1 2025 Added 6.85%
$74.7B
$20.5 Million 2.5% of portfolio
186,069
Q1 2025 New
$19.8B
$20.1 Million 2.45% of portfolio
285,521
Q1 2025 Added 190.67%
$46.1B
$18.6 Million 2.27% of portfolio
59,212
Q1 2025 Reduced 8.71%
$179B
$18.3 Million 2.24% of portfolio
119,259
Q1 2025 Reduced 3.28%
$46.4B
$16.8 Million 2.05% of portfolio
160,725
Q1 2025 Reduced 3.16%
$99.1B
$15.7 Million 1.91% of portfolio
93,475
Q1 2025 Reduced 2.03%
$23.3B
$14 Million 1.72% of portfolio
345,208
Q1 2025 Added 110.48%
$20.6B
$13.8 Million 1.69% of portfolio
478,938
Q1 2025 Added 12.84%
$84.4B
$12.2 Million 1.49% of portfolio
180,442
Q1 2025 New
$15B
$11.8 Million 1.44% of portfolio
601,050
Q1 2025 Added 165.86%
$18.8B
$2.89 Million 0.35% of portfolio
24,000
Q2 2024 Reduced 0.05%
$88.9B
$2.77 Million 0.34% of portfolio
6,474
Q3 2022 Added 7.9%
$171B
$1.62 Million 0.2% of portfolio
22,251
Q1 2025 Added 50.0%
$66.6B
$1.07 Million 0.13% of portfolio
7,299
Q1 2025 Added 14.51%
$136B
$816,000 0.1% of portfolio
32,237
Q1 2025 New
$40.9B
$719,000 0.09% of portfolio
14,570
Q1 2025 New
$12B
$602,000 0.07% of portfolio
10,649
Q1 2025 Added 0.08%
$129B
$577,000 0.07% of portfolio
3,389
Q1 2025 Added 1.13%
$88.9B
$610,000 0.07% of portfolio
1,310
Q1 2025 Added 1.39%
$99.4B
$548,000 0.07% of portfolio
5,595
Q1 2025 Reduced 9.55%
$54.8B
$578,000 0.07% of portfolio
586
Q4 2023 Reduced 8.72%
$100B
$412,000 0.05% of portfolio
1,171
Q1 2025 Added 8.33%
$156B
$385,000 0.05% of portfolio
822
Q1 2025 Reduced 10.26%
$129B
$446,000 0.05% of portfolio
1,643
Q1 2025 Reduced 2.26%
$21.9B
$347,000 0.04% of portfolio
9,280
Q1 2025 New
$140B
$353,000 0.04% of portfolio
1,515
Q1 2025 Added 0.4%
$187B
$317,000 0.04% of portfolio
642
Q1 2025 New
$55.3B
$234,000 0.03% of portfolio
1,965
Q1 2025 Reduced 7.05%
$147B
$243,000 0.03% of portfolio
1,189
Q1 2025 Added 1.45%
$36.2B
$237,000 0.03% of portfolio
1,061
Q1 2025 Reduced 0.19%

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
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