DDD Partners
DDD Partners reported 162 stocks worth $1.7B in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are MSFT (27.7%), BRK.B (3.7%) and AAPL (3.3%). Compared with Q2 2026, the fund opened new positions in KMB, VRSK and NOW, added to BRK.B, AAPL and AMZN, trimmed MSFT, SPYM and NVDA and sold out of WSO, HUBB and AMRZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $483M | 27.7% | 941K | −196K (−17%) | 8 of 8 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $65M | 3.7% | 131K | +18K (+16%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $57.1M | 3.3% | 171K | +5,310 (+3%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $48.4M | 2.8% | 194K | +9,056 (+5%) | 8 of 8 | |
| 5 |  DHR Danaher Corp | $32.9M | 1.9% | 149K | +17K (+13%) | 8 of 8 | |
| 6 |  COST Costco Whsl Corp New | $32.4M | 1.9% | 36K | +1,661 (+5%) | 8 of 8 | |
| 7 |  AVGO Broadcom Inc | $30.1M | 1.7% | 86K | +5,065 (+6%) | 8 of 8 | |
| 8 |  GOOG Alphabet Inc | $28.8M | 1.6% | 85K | +2,428 (+3%) | 8 of 8 | |
| 9 |  SPYM Spdr Series Trust | $26.7M | 1.5% | 297K | −434 (−0%) | 3 of 8 | |
| 10 |  META Meta Platforms Inc | $26M | 1.5% | 36K | +2,718 (+8%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WSO Watsco Inc | $21M | 50K |
 HUBB Hubbell Inc | $20.3M | 39K |
 AMRZ Amrize Ltd | $18.6M | 349K |
 UNF Unifirst Corp Mass | $3.7M | 14K |
 BKR Baker Hughes Co. A | $2.9M | 53K |
🔒 Free account: see all 20.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
MSFT Microsoft Corp | Put | $5.9M | 12K | −300 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →DDD Partners 13F FAQ
What does DDD Partners own?
DDD Partners reported 162 stocks worth $1.7B in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are MSFT (27.7%), BRK.B (3.7%) and AAPL (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did DDD Partners buy and sell in Q3 2026?
Compared with Q2 2026: 18 new positions, 85 added to, 38 trimmed and 20 sold out. New positions include KMB, VRSK and NOW. It sold all of WSO, HUBB and AMRZ.
When will DDD Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is DDD Partners's portfolio worth?
The Q3 2026 filing reports $1.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.