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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$606B
$1.28 Million 0.16% of portfolio
3,644
Q1 2025 Reduced 0.33%
$255M
$1.15 Million 0.14% of portfolio
200,000
Q1 2025 Reduced 0.27%
$66.6B
$1.07 Million 0.13% of portfolio
7,299
Q1 2025 Added 14.51%
$0
$1.07 Million 0.13% of portfolio
29,623
Q1 2025 Added 2.49%
$0
$1.08 Million 0.13% of portfolio
39,559
Q1 2025 Added 2.47%
$1.63B
$971,000 0.12% of portfolio
48,073
Q1 2025 Added 65.87%
$0
$886,000 0.11% of portfolio
31,699
Q1 2025 Added 1.45%
$136B
$816,000 0.1% of portfolio
32,237
Q1 2025 New
$447B
$810,000 0.1% of portfolio
6,811
Q1 2025 Added 1.43%
$0
$741,000 0.09% of portfolio
35,741
Q1 2025 Added 25.64%
$40.9B
$719,000 0.09% of portfolio
14,570
Q1 2025 New
$1.5B
$618,000 0.08% of portfolio
62,658
Q1 2025 New
$12B
$602,000 0.07% of portfolio
10,649
Q1 2025 Added 0.08%
$993B
$570,000 0.07% of portfolio
3,686
Q1 2025 Reduced 5.61%
$0
$602,000 0.07% of portfolio
3,490
Q1 2025 Added 0.03%
$129B
$577,000 0.07% of portfolio
3,389
Q1 2025 Added 1.13%
$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%
$0
$454,000 0.06% of portfolio
3,116
Q4 2024 Reduced 5.03%
$0
$523,000 0.06% of portfolio
1,117
Q1 2025 Reduced 26.46%
$0
$385,000 0.05% of portfolio
1,039
Q4 2024 Reduced 0.95%
$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%
$0
$417,000 0.05% of portfolio
18,929
Q4 2024 Added 157.05%
$204B
$388,000 0.05% of portfolio
488
Q1 2025 Reduced 7.05%
$0
$416,000 0.05% of portfolio
7,146
Q1 2025 Reduced 0.89%
$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
$788B
$355,000 0.04% of portfolio
1,451
Q1 2025 Added 2.47%
$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
$377B
$295,000 0.04% of portfolio
805
Q1 2025 New
$4.92B
$337,000 0.04% of portfolio
13,810
Q1 2025 Reduced 0.44%
$0
$297,000 0.04% of portfolio
1,410
Q3 2024 New
$0
$309,000 0.04% of portfolio
2,959
Q1 2025 Reduced 1.17%
$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%
$0
$220,000 0.03% of portfolio
804
Q1 2025 Reduced 0.74%
$36.2B
$237,000 0.03% of portfolio
1,061
Q1 2025 Reduced 0.19%
$1.26B
$230,000 0.03% of portfolio
31,461
Q1 2025 Added 5.94%
$362B
$255,000 0.03% of portfolio
6,112
Q1 2025 Added 2.28%
$6.13B
$265,000 0.03% of portfolio
4,275
Q1 2025 Added 46.2%
$5.08B
$172,000 0.02% of portfolio
18,058
Q4 2024 Reduced 35.33%
$0
$204,000 0.02% of portfolio
398
Q4 2024 Added 0.51%
$23.9M
$86,000 0.01% of portfolio
115,000
Q1 2025 Added 9.52%
$135M
$48,000 0.01% of portfolio
31,338
Q4 2023 Added 4.46%
$174M
$24,000 0.0% of portfolio
23,361
Q1 2025 Reduced 0.8%
Vicarious Surgical Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 15.29%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.25%

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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