DDD Partners, LLC
CIK 1729673
13F filing for Q2 2026・No. 1,913
- Holdings
- US$1.6B
- Quarter change
- +US$153.21M
- Entries
- 166
- Net bought (estimate)
- +US$67.24M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 40
- Sold out 10
- Cut 57
- Added 50
- Corporate actions 0
- Unchanged 17
Largest holdings
164 stocks worth US$1.6B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MSFTMicrosoftCOM | Cut | 1,136,862 | US$424.07M | 26.52% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 112,658 | US$56.37M | 3.52% |
| AAPLAppleCOM | Added | 166,144 | US$48.08M | 3.01% |
| AMZNAmazonCOM | Added | 185,222 | US$44.15M | 2.76% |
| NWPX INFRASTRUCTURE INCCOM | AddedSplit 1:2 | 249,520 | US$37.41M | 2.34% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Added | 33,927 | US$31.74M | 1.98% |
| AVGOBroadcomCOM | Added | 80,758 | US$30.51M | 1.91% |
| GOOGALPHABET INCCAP STK CL C | Added | 82,077 | US$29M | 1.81% |
| CMICUMMINS INCCOM | Cut | 38,457 | US$27.43M | 1.71% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 297,704 | US$26.16M | 1.64% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.