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DDD Partners, LLC
DDD Partners, LLC is an institution, managing $1.6B across 128 long positions as of Q3 2025 with 51% Technology concentration, 57% concentrated in top 10 holdings, 38% allocation to MSFT, and 51% technology allocation.
- Portfolio Value
- $1.6B
- Positions
- 128
- Top Holding
- MSFT at 37.77%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DDD Partners, LLC's portfolio (57.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $592.3M | 37.77% | +$498.1M Bought | 0.02% 1.1M shares | |
Insurance - Diversified Financial Services | $64.5M | 4.11% | -$5.3M Sold | 0.01% 128.4K shares | |
Consumer Electronics Technology | $40.9M | 2.61% | +$807.9K Bought | 0.00% 160.5K shares | |
Specialty Retail Consumer Cyclical | $39.2M | 2.50% | +$1.0M Bought | 0.00% 178.8K shares | |
Drug Manufacturers - Specialty & Generic Healthcare | $35.3M | 2.25% | +$2.2M Bought | 0.35% 1.8M shares | |
Semiconductors Technology | $28.6M | 1.82% | -$7.3M Sold | 0.00% 86.6K shares | |
Internet Content & Information Communication Services | $27.0M | 1.72% | +$660.0K Bought | 0.00% 110.7K shares | |
Internet Content & Information Communication Services | $24.3M | 1.55% | +$21.8M Bought | 0.00% 33.1K shares | |
Discount Stores Consumer Defensive | $24.0M | 1.53% | +$117.6K Bought | 0.01% 26.0K shares | |
Manufacturing - Metal Fabrication Industrials | $23.6M | 1.51% | -$33.7K Sold | 4.63% 446.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DDD Partners, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for DDD Partners, LLC
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