EdgeMarket › What Ddd Partners, Llc reported owning
What Ddd Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
135Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | 426.7M | 29.4% | 1.2M | 483.24 | -4.4% |
| unmapped CUSIP 084670702 | 54.6M | 3.8% | 114.0K | — | — |
| AAPL Apple Inc. | 41.9M | 2.9% | 165.2K | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 37.6M | 2.6% | 180.4K | 258.63 | +15.6% |
| NWPX NWPX Infrastructure, Inc. | 33.1M | 2.3% | 424.7K | 110.08 | +115.5% |
| COST COSTCO WHOLESALE CORP /NEW | 25.7M | 1.8% | 25.8K | 947.74 | -4.7% |
| AVGO Broadcom Inc. | 24.7M | 1.7% | 79.7K | 368.45 | +26.5% |
| GOOG Alphabet Inc. | 23.3M | 1.6% | 81.1K | 341.75 | +70.7% |
| NVDA NVIDIA CORP | 21.6M | 1.5% | 123.6K | 214.72 | +22.4% |
| CVX CHEVRON CORP | 21.5M | 1.5% | 104.0K | 205.27 | +34.0% |
| PEP PEPSICO INC | 21.4M | 1.5% | 137.7K | 143.48 | -4.8% |
| CSCO CISCO SYSTEMS, INC. | 21.2M | 1.5% | 273.6K | 111.04 | +65.5% |
| REGN REGENERON PHARMACEUTICALS, INC. | 20.8M | 1.4% | 26.9K | 834.04 | +41.1% |
| CMI CUMMINS INC | 20.7M | 1.4% | 38.5K | 587.68 | +48.3% |
| CB Chubb Ltd | 20.6M | 1.4% | 63.3K | 340.99 | +21.9% |
| GPC GENUINE PARTS CO | 20.5M | 1.4% | 194.1K | 133.96 | -2.2% |
| DHR DANAHER CORP /DE/ | 20.4M | 1.4% | 107.5K | 218.85 | +3.5% |
| WEC WEC ENERGY GROUP, INC. | 20.1M | 1.4% | 173.7K | 106.01 | -2.7% |
| BAC BANK OF AMERICA CORP /DE/ | 19.9M | 1.4% | 407.8K | 61.69 | +27.6% |
| ABBV AbbVie Inc. | 19.9M | 1.4% | 91.4K | 264.96 | +26.7% |
| ABT ABBOTT LABORATORIES | 19.9M | 1.4% | 193.5K | 116.64 | -11.9% |
| PLD Prologis, Inc. | 19.7M | 1.4% | 149.1K | 141.80 | +28.7% |
| QCOM QUALCOMM INC/DE | 19.6M | 1.4% | 152.6K | 160.75 | +3.4% |
| ORI OLD REPUBLIC INTERNATIONAL CORP | 19.6M | 1.4% | 492.1K | 41.58 | +5.8% |
| CME CME GROUP INC. | 19.5M | 1.3% | 66.0K | 274.98 | +0.1% |
| KMI KINDER MORGAN, INC. | 19.3M | 1.3% | 574.4K | 30.98 | +16.6% |
| EMN EASTMAN CHEMICAL CO | 19.2M | 1.3% | 251.9K | 74.09 | +11.2% |
| META Meta Platforms, Inc. | 18.6M | 1.3% | 32.6K | 549.90 | -26.5% |
| WSO WATSCO INC | 18.4M | 1.3% | 50.5K | 311.94 | -25.5% |
| AMRZ Amrize Ltd | 18.2M | 1.3% | 324.8K | 45.68 | -7.3% |
| HD HOME DEPOT, INC. | 17.9M | 1.2% | 54.4K | 335.61 | -16.5% |
| HUBB HUBBELL INC | 16.5M | 1.1% | 33.7K | 470.03 | +9.3% |
| BA BOEING CO | 16.1M | 1.1% | 80.8K | 214.20 | -5.1% |
| TEL TE Connectivity plc | 15.6M | 1.1% | 74.4K | 203.52 | +1.0% |
| ON ON SEMICONDUCTOR CORP | 14.9M | 1.0% | 240.0K | 74.21 | +50.0% |
| ELAN Elanco Animal Health Inc | 14.8M | 1.0% | 618.1K | 23.97 | +37.3% |
| NOW ServiceNow, Inc. | 14.3M | 1.0% | 136.4K | 128.48 | -27.8% |
| DINO HF Sinclair Corp | 13.5M | 0.9% | 216.2K | 97.32 | +108.9% |
| DIS Walt Disney Co | 13.0M | 0.9% | 134.6K | 107.78 | -7.9% |
| ESI Element Solutions Inc | 12.4M | 0.9% | 364.4K | 35.31 | +41.0% |
| RELL RICHARDSON ELECTRONICS, LTD. | 12.4M | 0.9% | 1.1M | 17.21 | +76.9% |
| UNH UNITEDHEALTH GROUP INC | 11.9M | 0.8% | 43.9K | 390.11 | +30.1% |
| MTH Meritage Homes CORP | 11.7M | 0.8% | 189.2K | 71.68 | -4.4% |
| VGSH Vanguard Short-Term Treasury ETF | 11.2M | 0.8% | 191.5K | 58.13 | -0.9% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 9.9M | 0.7% | 129.6K | 90.13 | +20.1% |
| HII HUNTINGTON INGALLS INDUSTRIES, INC. | 9.9M | 0.7% | 26.0K | 298.20 | +11.6% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 8.4M | 0.6% | 105.6K | 78.59 | -1.3% |
| VSDA VictoryShares Dividend Accelerator ETF | 6.0M | 0.4% | 111.0K | 60.65 | +11.9% |
| IEF iShares 7-10 Year Treasury Bond ETF | 5.7M | 0.4% | 59.8K | 92.82 | -2.8% |
| ALGN ALIGN TECHNOLOGY INC | 4.5M | 0.3% | 26.4K | 162.55 | +13.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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