Long-term investor
Ddd Partners, LLC @dddpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001729673).
Record
- Tracked since 2025-12-31 (257 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -3.8%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 26.7% · long · since 2025-12-31
- BRK-B · 3.5% · long · since 2025-12-31
- AAPL · 3.0% · long · since 2025-12-31
- AMZN · 2.8% · long · since 2025-12-31
- NWPX · 2.3% · long · since 2025-12-31
- COST · 2.0% · long · since 2025-12-31
- AVGO · 1.9% · long · since 2025-12-31
- GOOG · 1.8% · long · since 2025-12-31
- CMI · 1.7% · long · since 2025-12-31
- SPYM · 1.6% · long · since 2026-03-31
- CSCO · 1.6% · long · since 2025-12-31
- DHR · 1.6% · long · since 2025-12-31