Ddd Partners
$1.4B 13F equity value
154 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 1,152,737 | $427M | 29.6% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 114,010 | $55M | 3.8% |
| AAPL | APPLE INC | 165,179 | $42M | 2.9% |
| AMZN | AMAZON COM INC | 180,425 | $38M | 2.6% |
| NWPX | NWPX INFRASTRUCTURE INC | 424,680 | $33M | 2.3% |
| COST | COSTCO WHOLESALE CORPORATION | 25,821 | $26M | 1.8% |
| AVGO | BROADCOM INC | 79,726 | $25M | 1.7% |
| GOOG | ALPHABET INC | 81,132 | $23M | 1.6% |
| NVDA | NVIDIA CORPORATION | 123,583 | $22M | 1.5% |
| CVX | CHEVRON CORPORATION | 104,035 | $22M | 1.5% |
Track Ddd Partners's 13F portfolio: $1.4B in reported holdings, 154 positions. Top holdings and quarterly changes on SentiSense.