AI Analysis · Q1 2026 · 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...
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.
Filing history
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