DDD Partners, LLC

CIK 0001729673 · BELLEVUE, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

DDD Partners, LLC reported 165 positions worth $1.60B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: MSFT (26.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.60B
2026 Q2
Positions
165
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.1%
Est. Net Flow (Q)
2026 Q2
10 / 165 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MSFTMICROSOFT CORPSH$424.1M26.44%1,136,862
2BRK-BBERKSHIRE HATHAWAY INC DELSH$56.4M3.52%112,658
3AAPLAPPLE INCSH$48.1M3.00%166,144
4AMZNAMAZON COM INCSH$44.1M2.75%185,222
5NWPXNWPX INFRASTRUCTURE INCSH$37.4M2.33%249,520
6COSTCOSTCO WHOLESALE CORPORATIONSH$31.7M1.98%33,927
7AVGOBROADCOM INCSH$30.5M1.90%80,758
8GOOGALPHABET INCSH$29.0M1.81%82,077
9CMICUMMINS INCSH$27.4M1.71%38,457
10SPYMSPDR SERIES TRUSTSH$26.2M1.63%297,704

The free plan shows the top 10 positions. The remaining 155 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does DDD Partners, LLC hold as of Q2 2026?

DDD Partners, LLC reported 165 positions worth $1.60B in its Q2 2026 13F filing. Largest positions: MSFT (26.4%), BRK-B (3.5%), AAPL (3.0%), AMZN (2.8%) and NWPX (2.3%).

What did DDD Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did DDD Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.