Richard Lee

Ddd Partners, Llc

Assets Managed

$1.451B

Holdings

134

Last Quarter

2026 - Q1

Filed Date

23d ago

Growth Rate

-7.68%(2Q avg: -3.93%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ddd Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Ddd Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.451B in assets, with a quarterly growth rate of -7.68% and a 2-quarter average growth rate of -3.93%. The portfolio is managed by Richard Lee, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MSFT Microsoft Corp Recent Activity Increased 2.43%	30.04%	$435.63M↓ Put 1.177M shares@ $370.18 avg price	Increased 2.43%
BRK.B Berkshire Hathaway Inc-cl B Recent Activity Increased 0.01%	3.77%	$54.634M 114,010 shares@ $479.2 avg price	Increased 0.01%
AAPL Apple Inc Recent Activity Increased 0.49%	2.9%	$41.921M 165,179 shares@ $253.8 avg price	Increased 0.49%
AMZN Amazon.com Inc Recent Activity Increased 0.47%	2.6%	$37.577M 180,425 shares@ $208.28 avg price	Increased 0.47%
NWPX Northwest Pipe Co Recent Activity Decreased -4.21%	2.28%	$33.066M 424,680 shares@ $77.87 avg price	Decreased -4.21%
COST Costco Wholesale Corp Recent Activity Decreased -0.34%	1.78%	$25.729M 25,821 shares@ $996.44 avg price	Decreased -0.34%
AVGO Broadcom Inc Recent Activity Decreased -8.44%	1.71%	$24.676M 79,726 shares@ $309.52 avg price	Decreased -8.44%
GOOG Alphabet Inc-cl C Recent Activity Increased 0.81%	1.61%	$23.273M 81,132 shares@ $286.86 avg price	Increased 0.81%
NVDA Nvidia Corp Recent Activity Increased 2.07%	1.49%	$21.553M 123,583 shares@ $174.41 avg price	Increased 2.07%
CVX Chevron Corp Recent Activity Decreased -17.92%	1.49%	$21.525M 104,035 shares@ $206.9 avg price	Decreased -17.92%

1-10 of 134