DDD Partners, LLC
- SEC CIK
- 0001729673
- Latest filing
- Aug 5, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 2, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 102
- +4 vs. Q4 2024
- Portfolio value
- $823.1M
- +$9.33M (+1.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 135,778 | $51.0M | 6.2% | −308−0.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 130,906 | $69.7M | 8.5% | −5,209−3.8% | Reduced | History |
Sold out since Q4 2024 (6)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 97,466 | $22.0M | 2.7% | History |
| EXPEExpedia Group, Inc. | Stock | 87,749 | $16.4M | 2.0% | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,231 | $684.4K | 0.1% | – |
| ADPTAdaptive Biotechnologies Corp | COM | 64,747 | $388.2K | <0.1% | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,680 | $370.2K | <0.1% | – |
| iShares S&P 100 ETF464287101 | ETF | 714 | $206.2K | <0.1% | – |