Ddd Partners, LLC Portfolio Holdings

Ddd Partners, LLC

  • $809 Million
  • Q4 2024

Ddd Partners, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $809 Million distributed in 98 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 $61.7M, Microsoft Corp with a value of $57.4M, Apple Inc. with a value of $41.2M, Amazon Com Inc with a value of $40M, and Costco Wholesale Corp with a value of $24M.

Examining the 13F form we can see an decrease of $108M in the current position value, from $917M to 809M.

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

Portfolio value $809 Million
Technology: $221 Million
Financial Services: $111 Million
Industrials: $101 Million
Healthcare: $78.2 Million
Consumer Defensive: $68.2 Million
Consumer Cyclical: $63.7 Million
ETFs: $53.2 Million
Communication Services: $45.4 Million
Other: $67 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$480M
$21.8 Million 2.7% of portfolio
451,609
Q4 2024 Reduced 1.23%
$1.43B
$10.1 Million 1.25% of portfolio
606,965
Q4 2024 Reduced 46.28%
$525M
$1.65 Million 0.2% of portfolio
200,550
Q4 2024 Reduced 45.35%
$1.65B
$688,000 0.09% of portfolio
28,982
Q4 2024 Reduced 7.62%
$1.11B
$388,000 0.05% of portfolio
64,747
Q4 2024 Reduced 91.58%
$1.9B
$322,000 0.04% of portfolio
29,697
Q4 2024 Reduced 15.02%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $809 Million
  • Prior Value $917 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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