Institutional Fund
Ddd Partners, LLC
Bellevue, WACIK 17296735 filings on record
Portfolio Value
$1.44B
Q1 2026
Holdings
134
Reported positions
New Buys
25
Opened this quarter
QoQ Change
-8.3%
from $1.57B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp29.6%
- Berkshire Hathaway Inc Del3.8%
- Apple Inc2.9%
- Amazon Com Inc2.6%
- Nwpx Infrastructure Inc2.3%
- Costco Whsl Corp New1.8%
- Other57.0%
Portfolio Holdings
134 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 1.15M | $426.71M | 29.6% | +3.8K | Added |
| 2 | Berkshire Hathaway Inc Del | 114.0K | $54.63M | 3.8% | +1 | Added |
| 3 | Apple Inc | 165.2K | $41.92M | 2.9% | +803 | Added |
| 4 | Amazon Com Inc | 180.4K | $37.58M | 2.6% | +832 | Added |
| 5 | Nwpx Infrastructure Inc | 424.7K | $33.07M | 2.3% | −18.7K | Reduced |
| 6 | Costco Whsl Corp New | 25.8K | $25.73M | 1.8% | −89 | Reduced |
| 7 | Broadcom Inc | 79.7K | $24.68M | 1.7% | −7.4K | Reduced |
| 8 | Alphabet Inc | 81.1K | $23.27M | 1.6% | +645 | Added |
| 9 | Nvidia Corporation | 123.6K | $21.55M | 1.5% | +2.5K | Added |
| 10 | Chevron Corp New | 104.0K | $21.52M | 1.5% | −22.7K | Reduced |
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