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DDD Partners, LLC
Updated 3 days agoManaged by Ddd Partners, Llc • Latest filing Q3 2026
Portfolio value
$1.7B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
99.7%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.6B |
| Q4 2025 | $1.6B |
| Q1 2026 | $1.5B |
| Q2 2026 | $1.6B |
| Q3 2026 | $1.7B |
Top holdings
164 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $482.7M | 941.0K | 27.59% | — | |
| 2 | $65M | 130.5K | 3.72% | — | |
| 3 | $57.1M | 171.5K | 3.26% | — | |
| 4 | $48.4M | 194.3K | 2.77% | — | |
| 5 | $32.9M | 148.5K | 1.88% | — | |
| 6 | $32.4M | 35.6K | 1.85% | — | |
| 7 | $30.1M | 85.8K | 1.72% | — | |
| 8 | $28.8M | 84.5K | 1.65% | — | |
| 9 | $26.7M | 297.3K | 1.52% | — | |
| 10 | $26M | 35.9K | 1.49% | — | |
| 11 | $25.8M | 711.2K | 1.47% | — | |
| 12 | $25.7M | 112.5K | 1.47% | — | |
| 13 | $25.4M | 174.5K | 1.45% | — | |
| 14 | $24.7M | 32.6K | 1.41% | — | |
| 15 | $24.6M | 195.9K | 1.41% | — | |
| 16 | $24.5M | 290.3K | 1.40% | — | |
| 17 | $22.9M | 181.0K | 1.31% | — | |
| 18 | $22.8M | 51.1K | 1.30% | — | |
| 19 | $22.3M | 879.1K | 1.27% | — | |
| 20 | $22.1M | 214.4K | 1.26% | — |