Ddd Partners
$1.6B 13F equity value
174 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Ddd Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 1,136,862 | $424M | 26.5% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 112,658 | $56M | 3.5% |
| AAPL | APPLE INC | 166,144 | $48M | 3.0% |
| AMZN | AMAZON COM INC | 185,222 | $44M | 2.8% |
| NWPX | NWPX INFRASTRUCTURE INC | 249,520 | $37M | 2.3% |
| COST | COSTCO WHOLESALE CORPORATION | 33,927 | $32M | 2.0% |
| AVGO | BROADCOM INC | 80,758 | $31M | 1.9% |
| GOOG | ALPHABET INC | 82,077 | $29M | 1.8% |
| CMI | CUMMINS INC | 38,457 | $27M | 1.7% |
| SPYM | SPDR SERIES TRUST | 297,704 | $26M | 1.6% |
Track Ddd Partners's 13F portfolio: $1.6B in reported holdings, 174 positions. Top holdings and quarterly changes on SentiSense.
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