DOSSIER · 13F-HR · Q1 2026

DDD Partners, LLC

$1.5B in tracked AUM across 138 positions as of Q1 2026.

DP
CIK 0001729673 · last filed Mar 31, 2026
Total AUM
$1.5B
as of Q1 2026
Holdings
138
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

DDD Partners, LLC has reported a significant transformation in its investment portfolio for the period ending December 31, 2025. The firm experienced a substantial expansion in assets under management (AUM), with the total portfolio value surging by 243.1%, rising from approximately $458 million to $1.57 billion. This growth was accompanied by a restructuring of the portfolio's composition, evidenced by the filing of 27 new positions and the complete exit from...

Key Holdings

The most striking feature of this filing is the extreme concentration in the top holding, Microsoft (MSFT), which accounts for $555.66 million or 35.36% of the total portfolio. This represents a massive new position of 1.15 million shares, signaling high conviction in the technology giant.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$436M1.2M30.0%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$55M114K3.8%
03
AAPL
APPLE INC
$42M165K2.9%
04
AMZN
AMAZON COM INC
$38M180K2.6%
05
NWPX
NWPX INFRASTRUCTURE INC
$33M425K2.3%
06
COST
COSTCO WHOLESALE CORPORATION
$26M26K1.8%
07
AVGO
BROADCOM INC
$25M80K1.7%
08
GOOG
ALPHABET INC
$23M81K1.6%
09
NVDA
NVIDIA CORPORATION
$22M124K1.5%
10
CVX
CHEVRON CORPORATION
$22M104K1.5%

Filing history

2026Q1Mar 31
$1.5B 7.7%
138 positionsView →
2025Q4Dec 31
$1.6B 0.2%
130 positionsView →
2025Q3Sep 30
$1.6B 68.8%
129 positionsView →
2025Q2Jun 30
$933M 13.3%
112 positionsLocked
2025Q1Mar 31
$823M 1.1%
102 positionsLocked
2024Q4Dec 31
$814M 11.6%
98 positionsLocked
2024Q3Sep 30
$921M 6.8%
102 positionsLocked
2024Q2Jun 30
$863M 5.4%
94 positionsLocked
2024Q1Mar 31
$818M 10.0%
90 positionsLocked
2023Q4Dec 31
$744M 7.3%
83 positionsLocked
2023Q3Sep 30
$693M 4.0%
86 positionsLocked
2023Q2Jun 30
$722M 12.6%
90 positionsLocked
Showing 12 of 32