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DDD Partners LLC
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CRD # | 301548 |
SEC # | 801-115160 |
CIK # | 0001729673 |
AUM | $1.8 BB (2024-03-21) |
Employees | 15 (73% Investors, 7% Brokers) |
Phone | 425-998-9960 |
Address | 2155 112th Ave NE Bellevue, WA 98004 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 75.8 | |
AMZN | 1,092,997.8 | 40.7 | |
AAPL | 2,382,844.0 | 39.0 | |
QCOM | 147,392.0 | 31.9 | |
AVGO | 201,282.9 | 28.6 | |
COST | 207,576.9 | 24.2 | |
INMD | 1,925.8 | 23.1 | |
SO | 75,035.5 | 22.9 | |
GOOG | 1,482,566.4 | 22.7 | |
CB | 82,373.7 | 21.9 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 209 | 72.9 |
(b) Individuals (high net worth individuals) | 132 | 1,643.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 4.7 |
(i) State or municipal government entities | 0 | 22.3 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 10 | 71.1 |
(n) Other | 0 | 0.0 |
Total | 976 | 1,814.6 |
By Discretionary | ||
Discretionary | 949 | 1,168.0 |
Non-Discretionary | 27 | 646.6 |
Total | 976 | 1,814.6 |
By Non-United States Persons | ||
Non-United States Persons | 1.6 | |
United States Persons | 1,812.9 | |
Total | 976 | 1,814.6 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001729673] | |
SC 13G | [0001729673] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
---|---|---|
DDD Partners LLC | Richardson Electronics Ltd | [2024-01-31] |
DDD Partners LLC | Rayonier Advanced Materials Inc | [2021-02-16] |
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OH | 1.8 |