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
$42B
$2.3 Million 0.25% of portfolio
54,641
Q2 2025 Added 275.02%
$0
$2.25 Million 0.24% of portfolio
8,900
Q2 2025 Added 1.02%
$0
$2.13 Million 0.23% of portfolio
19,608
Q2 2025 Added 1.88%
$165B
$1.97 Million 0.21% of portfolio
5,092
Q2 2025 New
$1.1T
$1.72 Million 0.19% of portfolio
5,425
Q2 2025 Added 5.67%
$72.2B
$1.63 Million 0.18% of portfolio
7,271
Q2 2025 Reduced 0.38%
$0
$1.59 Million 0.17% of portfolio
2,565
Q2 2025 Reduced 0.62%
$562B
$1.29 Million 0.14% of portfolio
3,642
Q2 2025 Reduced 0.05%
$0
$1.21 Million 0.13% of portfolio
30,166
Q2 2025 Added 1.83%
$0
$1.15 Million 0.12% of portfolio
40,294
Q2 2025 Added 1.86%
$0
$880,000 0.1% of portfolio
36,142
Q2 2025 Added 1.12%
$461B
$880,000 0.1% of portfolio
8,165
Q2 2025 Added 19.88%
$1.2B
$845,000 0.09% of portfolio
36,563
Q2 2025 New
$137B
$716,000 0.08% of portfolio
3,420
Q2 2025 Added 0.91%
$384M
$770,000 0.08% of portfolio
200,000
Q1 2025 Reduced 0.27%
$50.3B
$609,000 0.07% of portfolio
586
Q4 2023 Reduced 8.72%
$0
$616,000 0.07% of portfolio
1,117
Q1 2025 Reduced 26.46%
$0
$606,000 0.07% of portfolio
3,432
Q2 2025 Reduced 1.66%
$1.43T
$670,000 0.07% of portfolio
3,802
Q2 2025 Added 3.15%
$11.4B
$527,000 0.06% of portfolio
10,743
Q2 2025 Added 0.88%
$91B
$545,000 0.06% of portfolio
1,072
Q2 2025 Reduced 8.45%
$139B
$589,000 0.06% of portfolio
1,650
Q2 2025 Added 0.43%
$0
$572,000 0.06% of portfolio
1,883
Q2 2025 Added 134.2%
$96.2B
$515,000 0.06% of portfolio
5,628
Q2 2025 Added 0.59%
$0
$448,000 0.05% of portfolio
18,341
Q2 2025 Reduced 3.11%
$0
$442,000 0.05% of portfolio
10,480
Q2 2025 New
$11.2B
$478,000 0.05% of portfolio
14,376
Q2 2025 Added 4.1%
$0
$443,000 0.05% of portfolio
7,148
Q2 2025 Added 0.03%
$874B
$427,000 0.05% of portfolio
1,476
Q2 2025 Added 1.72%
$0
$420,000 0.05% of portfolio
3,116
Q4 2024 Reduced 5.03%
$144B
$421,000 0.05% of portfolio
828
Q2 2025 Added 0.73%
$0
$455,000 0.05% of portfolio
1,039
Q4 2024 Reduced 0.95%
$167B
$337,000 0.04% of portfolio
1,519
Q2 2025 Added 0.26%
$1.25B
$381,000 0.04% of portfolio
26,388
Q2 2025 Reduced 97.33%
$0
$347,000 0.04% of portfolio
1,410
Q3 2024 New
$1.43B
$410,000 0.04% of portfolio
39,725
Q2 2025 Added 26.27%
$165B
$353,000 0.04% of portfolio
650
Q2 2025 Added 1.25%
$49.4B
$270,000 0.03% of portfolio
2,041
Q2 2025 Added 3.87%
$0
$316,000 0.03% of portfolio
558
Q2 2025 Added 40.2%
$1.47B
$281,000 0.03% of portfolio
25,970
Q2 2025 New
$985M
$237,000 0.03% of portfolio
7,097
Q2 2025 New
$404B
$277,000 0.03% of portfolio
5,865
Q2 2025 Reduced 4.04%
$58B
$239,000 0.03% of portfolio
3,833
Q2 2025 New
$0
$323,000 0.03% of portfolio
2,959
Q1 2025 Reduced 1.17%
$40.9B
$274,000 0.03% of portfolio
1,063
Q2 2025 Added 0.19%
$141B
$232,000 0.03% of portfolio
1,178
Q2 2025 Reduced 0.93%
$22.5B
$315,000 0.03% of portfolio
9,904
Q2 2025 Added 6.72%
$97.9B
$206,000 0.02% of portfolio
4,546
Q2 2025 New
$101B
$212,000 0.02% of portfolio
290
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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