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DDD Partners, LLC - Portfolio Stock Holdings

DDD Partners, LLC disclosed 173 stock positions in a recent SEC 13F filing. $1,597,863,405 of stock holdings were filed, with the largest holdings including MSFT, BRK.B, and AAPL. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 2026.

We estimate the fund has a total AUM of $2,390,397,962 and has 24 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

173

Est. Stock Holding Value:

$1,597,863,405

Top Stock Holdings By Sector

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Portfolio Stock Holdings - DDD Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - DDD Partners, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.