Managers / Q2 2025 · view latest →
DDD Partners, LLC
CIK 0001729673 · 2155 112TH AVE NE, BELLEVUE, WA, 98004 · 425 998-9960
Reported Value
$933M
Q2 2025
Positions
112
Filings on Record
30
2019–present window
Filed
Jul 31, 2025
original filing
Summary
Ddd Partners, Llc reported $933M in U.S.-listed holdings across 112 positions for Q2 2025.
Its largest position, MSFT, represents 9.7% of the portfolio.
Compared with Q1 2025, the fund opened 20 new positions and exited 10.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.5B | 138 | Apr 28, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.6B | 130 | Jan 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.6B | 129 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $933M | 112 | Jul 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $823M | 102 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $814M | 98 | Jan 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $921M | 102 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $863M | 94 | Aug 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $818M | 90 | May 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $744M | 83 | Jan 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $693M | 86 | Oct 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $722M | 90 | Aug 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $642M | 80 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $625.2B | 78 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $551M | 84 | Nov 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $577M | 82 | Aug 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $730M | 77 | May 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $729M | 81 | Jan 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $668M | 63 | Oct 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $658M | 61 | Aug 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $586M | 63 | May 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $507M | 51 | Feb 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $385M | 45 | Oct 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $349M | 40 | Jul 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $288M | 40 | Apr 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $362M | 45 | Feb 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $326M | 47 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $313M | 47 | Aug 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $291M | 44 | May 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $268M | 53 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.