Ddd-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-02
Total Holdings
102
Total Value
823071093
Accession Number
0001729673-25-000005
Form Type
13F-HR
Manager Name
Ddd-Partners
Data Enrichment
90% identified
92 identified10 unidentified

Holdings

102 positions
Manager:
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InMode Ltd.
Shares:989.9K
Value:$17.6M
HF Sinclair Corp
Shares:516.0K
Value:$17.0M
TARGET CORP
Shares:160.7K
Value:$16.8M
Alphabet Inc.
Shares:105.5K
Value:$16.5M
Elanco Animal Health Inc
Shares:1.5M
Value:$15.7M
Broadcom Inc.
Shares:93.5K
Value:$15.7M
ON SEMICONDUCTOR CORP
Shares:345.2K
Value:$14.0M
Coterra Energy Inc.
Shares:478.9K
Value:$13.8M
RICHARDSON ELECTRONICS, LTD.
Shares:1.2M
Value:$12.9M
CVS HEALTH Corp
Shares:180.4K
Value:$12.2M
GENMAB A/S
Shares:601.0K
Value:$11.8M
NVIDIA CORP
Shares:104.8K
Value:$11.4M
RTX Corp
Shares:79.7K
Value:$10.6M
CHART INDUSTRIES INC
Shares:56.7K
Value:$8.2M
92206C102
Shares:138.0K
Value:$8.1M
CIENA CORP
Shares:110.5K
Value:$6.7M
HUNTINGTON INGALLS INDUSTRIES, INC.
Shares:32.7K
Value:$6.7M
92206C409
Shares:79.2K
Value:$6.3M
92647N667
Shares:98.1K
Value:$5.1M
464287440
Shares:44.2K
Value:$4.2M