DDD Partners LLC

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Assets, Funds, Holdings

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DDD Partners LLC
CRD #301548
SEC #801-115160
CIK #0001729673
AUM $1.8 BB (2024-03-21)
Employees 15 (73% Investors, 7% Brokers)
Phone425-998-9960
Address2155 112th Ave NE
Bellevue, WA 98004
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
19001520114076038002009201420192025
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 ($MM)
90072054036018002017201920222025
AUM Breakdown Accounts AUM ($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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