DDD Partners, LLC
•CIK: 1729673•Filing: Q4 2025
**DDD Partners, LLC** manages $1.6B across a diversified portfolio of 130 positions. The fund exhibits a significant concentration in technology and growth names, notably holding MSFT at $555.7M. Further top holdings include BRK/B ($57.3M), AAPL ($44.7M), and AMZN ($41.5M). This allocation profile suggests a conviction-driven, large-cap growth mandate.
Total AUM
$1.6B
QoQ Performance
-0.2%
Positions
110
Top 10 Concentration
54.2%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
MSFT35.4%
BRK/B3.6%
AAPL2.8%
AMZN2.6%
AVGO1.9%
NWPX1.8%
GOOG1.6%
CMI1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology47.9%
Other26.7%
Financial9.0%
Consumer6.2%
Healthcare5.2%
Industrial1.8%
Real Estate1.4%
Consumer Staples1.3%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW15 new positions
↑73 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023