DDD Partners, LLC
SEC Form 13F institutional filer · CIK 0001729673
13F-HR · 80 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.21B
Top-10 concentration
57.7%
DDD Partners, LLC — $1.21B AUM allocation strategy
DDD Partners, LLC files SEC Form 13F and reports $1.21B of long US equity value across 80 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 44.3%, followed by Financials 7.8% and Health Care 6.7%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
DDD Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.21B
total across 80 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$ABT +63.4K sh · +$3.56M+$GPC +56.9K sh · +$3.66M+$QCOM +34K sh · −$638K
Biggest trims (shares)
−$UBER −154K sh · −$12.6M−$KMI −105K sh · +$587K−$RTX −60.2K sh · −$11M
Exited to nil (held last quarter, gone now)
$PANW ($17.2M last qtr)$VZ ($17M last qtr)$TMO ($14M last qtr)$CDNS ($13.1M last qtr)$ADBE ($4.72M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software35.3%—
- Multi-Sector Holdings4.5%—
- Semiconductors3.8%—
- Technology Hardware, Storage & Peripherals3.4%—
- Biotechnology3.4%—
- Broadline Retail3.1%—
- Consumer Staples Merchandise Retail2.1%—
- Interactive Media & Services1.9%—
- Other holdings42.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 1.15M | $427M | +3.79K | 35.2% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 114K | $54.6M | +1 | 4.5% |
| $AAPL | Apple Inc | 165K | $41.9M | +803 | 3.5% |
| $AMZN | Amazon.com Inc | 180K | $37.6M | +832 | 3.1% |
| $COST | Costco Wholesale Corporation | 25.8K | $25.7M | -89 | 2.1% |
| $AVGO | Broadcom Inc | 79.7K | $24.7M | -7.35K | 2.0% |
| $GOOGL | Alphabet Inc | 81.1K | $23.3M | +645 | 1.9% |
| $NVDA | NVIDIA Corporation | 124K | $21.6M | +2.5K | 1.8% |
| $CVX | Chevron Corporation | 104K | $21.5M | -22.7K | 1.8% |
| $PEP | PepsiCo Inc | 138K | $21.4M | +471 | 1.8% |
…and 70 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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