Ddd Partners, LLC Portfolio Holdings

Ddd Partners, LLC

  • $925 Million
  • Q2 2025

Ddd Partners, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $925 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $90.5M, Berkshire Hathaway Inc Class B with a value of $67.5M, Amazon Com Inc with a value of $38.2M, Apple Inc. with a value of $32.3M, and Schwab Strategic Tr Us Dividen with a value of $31.7M.

Examining the 13F form we can see an increase of $107M in the current position value, from $819M to 925M.

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

Portfolio value $925 Million
Technology: $272 Million
Healthcare: $122 Million
Financial Services: $116 Million
Industrials: $106 Million
ETFs: $78.2 Million
Consumer Cyclical: $62.7 Million
Energy: $54.9 Million
Communication Services: $45.6 Million
Other: $68.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$90.5 Million 9.78% of portfolio
181,925
Q2 2025 Added 33.99%
$644B
$67.5 Million 7.29% of portfolio
138,935
Q2 2025 Added 6.13%
$2.36T
$38.2 Million 4.13% of portfolio
174,061
Q2 2025 Added 1.45%
$3.84T
$32.3 Million 3.49% of portfolio
157,356
Q2 2025 Added 0.97%
$0
$31.7 Million 3.42% of portfolio
1,196,005
Q2 2025 Added 3,673.01%
$140B
$30 Million 3.24% of portfolio
108,707
Q2 2025 Added 16.3%
$426B
$25.6 Million 2.76% of portfolio
25,839
Q2 2025 Added 0.11%
$278B
$25 Million 2.7% of portfolio
360,645
Q2 2025 Added 2.72%
$186B
$24.6 Million 2.66% of portfolio
154,437
Q2 2025 Added 29.5%
$58.1B
$23.5 Million 2.54% of portfolio
71,658
Q2 2025 Added 21.02%
$8.74B
$23.5 Million 2.54% of portfolio
1,644,428
Q2 2025 Added 10.14%
$313B
$22.1 Million 2.39% of portfolio
154,261
Q2 2025 Added 11.57%
$61.4B
$21.8 Million 2.35% of portfolio
215,816
Q2 2025 Added 15.99%
$12.3B
$21.2 Million 2.29% of portfolio
551,785
Q2 2025 Reduced 11.08%
$17.5B
$21.1 Million 2.28% of portfolio
364,126
Q2 2025 Added 27.53%
$143B
$20.7 Million 2.23% of portfolio
579,545
Q2 2025 Reduced 9.62%
$99.8B
$20.2 Million 2.18% of portfolio
219,704
Q2 2025 Reduced 12.67%
$463B
$19.9 Million 2.15% of portfolio
130,441
Q2 2025 Reduced 10.21%
$390B
$19.8 Million 2.14% of portfolio
106,680
Q2 2025 Reduced 5.19%
$1.52T
$19.2 Million 2.07% of portfolio
108,028
Q2 2025 Added 2.37%
$519M
$18.3 Million 1.98% of portfolio
447,273
Q2 2025 Reduced 0.28%
$424B
$18.1 Million 1.95% of portfolio
114,375
Q2 2025 Added 9.17%
$427B
$18 Million 1.95% of portfolio
49,122
Q2 2025 Added 6,002.11%
$235B
$17.1 Million 1.85% of portfolio
125,873
Q2 2025 New
$11.1B
$16.6 Million 1.8% of portfolio
405,038
Q2 2025 Reduced 21.51%
$23.3B
$13.2 Million 1.43% of portfolio
32,373
Q2 2025 New
$97.1B
$12.8 Million 1.38% of portfolio
184,959
Q2 2025 Added 2.5%
$19.4B
$12.4 Million 1.34% of portfolio
490,124
Q2 2025 Added 2.34%
$233B
$12 Million 1.29% of portfolio
82,077
Q2 2025 Added 2.99%
$177B
$11.2 Million 1.21% of portfolio
57,660
Q2 2025 New
$119M
$11 Million 1.19% of portfolio
1,140,601
Q2 2025 Reduced 0.95%
$62.8B
$10.8 Million 1.16% of portfolio
20,496
Q2 2025 New
$10.9B
$10.7 Million 1.16% of portfolio
44,289
Q2 2025 Added 35.44%
$192B
$10.4 Million 1.13% of portfolio
10,151
Q2 2025 Added 1,980.12%
$185B
$9.64 Million 1.04% of portfolio
23,777
Q2 2025 New
$20.2B
$9.2 Million 0.99% of portfolio
113,135
Q2 2025 Added 2.41%
$0
$7.89 Million 0.85% of portfolio
134,187
Q2 2025 Reduced 2.73%
$320B
$7.11 Million 0.77% of portfolio
22,785
Q2 2025 New
$0
$6.12 Million 0.66% of portfolio
77,043
Q2 2025 Reduced 2.75%
$0
$5.22 Million 0.56% of portfolio
100,744
Q2 2025 Added 2.73%
$184B
$4.75 Million 0.51% of portfolio
50,861
Q2 2025 Added 128.58%
$0
$4.67 Million 0.5% of portfolio
7,558
Q2 2025 Added 1.65%
$2.86B
$4.47 Million 0.48% of portfolio
115,079
Q2 2025 Added 139.38%
$0
$4.12 Million 0.45% of portfolio
43,067
Q2 2025 Reduced 2.65%
$0
$3.65 Million 0.39% of portfolio
131,835
Q2 2025 Added 1.87%
$85.9B
$3.18 Million 0.34% of portfolio
6,474
Q3 2022 Added 7.9%
$20.4B
$2.74 Million 0.3% of portfolio
24,023
Q2 2025 Added 0.1%
$1.75T
$2.51 Million 0.27% of portfolio
3,407
Q2 2025 Reduced 6.32%
$17.9B
$2.3 Million 0.25% of portfolio
18,487
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $925 Million
  • Prior Value $819 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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