DDD Partners, LLC
CIK 0001729673 · BELLEVUE, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
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
Top Holdings
MSFT
MICROSOFT CORP
26.4%
BRK-B
BERKSHIRE HATHAWAY INC DEL
3.5%
AAPL
APPLE INC
3.0%
AMZN
AMAZON COM INC
2.8%
NWPX
NWPX INFRASTRUCTURE INC
2.3%
COST
COSTCO WHOLESALE CORPORATION
2.0%
AVGO
BROADCOM INC
1.9%
GOOG
ALPHABET INC
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.