Ddd-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENVX",
  "INMD",
  "MP",
  "SNOW",
  "FNDF",
  "FNDA",
  "ABNB",
  "ABBV",
  "GOOGL",
  "AVGO",
  "LOW",
  "GMAB",
  "CLIR",
  "CMI",
  "EXPD",
  null,
  null,
  "GIS",
  "HD",
  "QCOM",
  "ISRG",
  "META",
  "MVIS",
  "IJH",
  "RELL",
  null,
  "RBOT",
  "DSX",
  "SYM",
  "MDT",
  "MSFT",
  "ENPH",
  "OXY",
  "IJR",
  null,
  "VGSH",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "SCHX",
  "NOW",
  "RTX",
  null,
  "SBUX",
  "TGT",
  "UBER",
  "UPS",
  "AGNC",
  "ARLO",
  "NWPX",
  "IEF",
  "RMD",
  null,
  "RACE",
  "AMZN",
  null,
  "HII",
  null,
  "VUG",
  null,
  "VOO",
  "VTV",
  "V",
  "ELAN",
  "SCHD",
  "SO",
  "ON",
  "RYAM",
  "ORI",
  "DINO",
  "LYB",
  null,
  "GWW",
  "BAC",
  "BRK-B",
  "BA",
  "CVX",
  "GTLS",
  "CIEN",
  "CB",
  "CSCO",
  "CMCSA",
  "CPRT",
  "CTRA",
  "COST",
  "CRWD",
  "CVS",
  "DHR",
  "DE",
  "DVN",
  "MCO",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: ddd-partners
Manager Name: Ddd-Partners

Data Enrichment

90% identified

92 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $823.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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EXXON MOBIL CORP

XOM|30231G102

Shares:6.8K

Value:$810.1K

% of Portfolio:0.1% ($810.1K/$823.1M)

00214Q302

Shares:35.7K

Value:$742.0K

% of Portfolio:0.1% ($742.0K/$823.1M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:14.6K

Value:$719.2K

% of Portfolio:0.1% ($719.2K/$823.1M)

Arlo Technologies, Inc.

ARLO|04206A101

Shares:62.7K

Value:$618.4K

% of Portfolio:0.1% ($618.4K/$823.1M)

MOODYS CORP /DE/

MCO|615369105

Shares:1.3K

Value:$610.1K

% of Portfolio:0.1% ($610.1K/$823.1M)

922908744

VTV|922908744

Shares:3.5K

Value:$602.8K

% of Portfolio:0.1% ($602.8K/$823.1M)

COPART INC

CPRT|217204106

Shares:10.6K

Value:$602.6K

% of Portfolio:0.1% ($602.6K/$823.1M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:586

Value:$578.9K

% of Portfolio:0.1% ($578.9K/$823.1M)

BOEING CO

BA|097023105

Shares:3.4K

Value:$578.0K

% of Portfolio:0.1% ($578.0K/$823.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.7K

Value:$570.1K

% of Portfolio:0.1% ($570.1K/$823.1M)

46438F101

Shares:11.9K

Value:$558.3K

% of Portfolio:0.1% ($558.3K/$823.1M)

STARBUCKS CORP

SBUX|855244109

Shares:5.6K

Value:$548.8K

% of Portfolio:0.1% ($548.8K/$823.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.1K

Value:$523.8K

% of Portfolio:0.1% ($523.8K/$823.1M)

81369Y209

Shares:3.1K

Value:$455.0K

% of Portfolio:0.1% ($455.0K/$823.1M)

Eaton Corp plc

ETN|G29183103

Shares:1.6K

Value:$446.6K

% of Portfolio:0.1% ($446.6K/$823.1M)

808524201

SCHX|808524201

Shares:18.9K

Value:$418.0K

% of Portfolio:0.1% ($418.0K/$823.1M)

464287507

IJH|464287507

Shares:7.1K

Value:$417.0K

% of Portfolio:0.1% ($417.0K/$823.1M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.2K

Value:$412.9K

% of Portfolio:0.1% ($412.9K/$823.1M)

ServiceNow, Inc.

NOW|81762P102

Shares:488

Value:$388.5K

% of Portfolio:0.0% ($388.5K/$823.1M)

DEERE & CO

DE|244199105

Shares:822

Value:$385.8K

% of Portfolio:0.0% ($385.8K/$823.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	6.8K	QoQ +1.42% (+96) YoY +2.76% (+183)	All Managers (Combined)	$810.1K	0.1% ($810.1K/$823.1M)	QoQ +12.15% (+$87.8K) YoY +5.14% (+$39.6K)
(cusip00214Q302)✕	35.7K	QoQ +25.64% (+7.3K) YoY -77.55% (-123.5K)	All Managers (Combined)	$742.0K	0.1% ($742.0K/$823.1M)	QoQ +10.77% (+$72.2K) YoY -83.80% (-$3.8M)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	14.6K	QoQ NEW(+14.6K) YoY NEW(+14.6K)	All Managers (Combined)	$719.2K	0.1% ($719.2K/$823.1M)	QoQ NEW(+$719.2K) YoY NEW(+$719.2K)
Arlo Technologies, Inc.(ARLOcusip04206A101)	62.7K	QoQ NEW(+62.7K) YoY NEW(+62.7K)	All Managers (Combined)	$618.4K	0.1% ($618.4K/$823.1M)	QoQ NEW(+$618.4K) YoY NEW(+$618.4K)
MOODYS CORP /DE/(MCOcusip615369105)	1.3K	QoQ +1.39% (-18) YoY +1.47% (+19)	All Managers (Combined)	$610.1K	0.1% ($610.1K/$823.1M)	QoQ -0.25% (-$1.5K) YoY +20.23% (+$102.7K)
(VTVcusip922908744)	3.5K	QoQ +0.02% (+1) YoY -3.19% (-115)	All Managers (Combined)	$602.8K	0.1% ($602.8K/$823.1M)	QoQ +2.04% (+$12.1K) YoY +2.68% (-$15.7K)
COPART INC(CPRTcusip217204106)	10.6K	QoQ +0.08% (-9) YoY +0.08% (-9)	All Managers (Combined)	$602.6K	0.1% ($602.6K/$823.1M)	QoQ -1.31% (-$8.0K) YoY -2.21% (-$13.6K)
W.W. GRAINGER, INC.(GWWcusip384802104)	586	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$578.9K	0.1% ($578.9K/$823.1M)	QoQ -6.28% (-$38.8K) YoY -2.89% (-$17.3K)
BOEING CO(BAcusip097023105)	3.4K	QoQ +1.13% (-38) YoY -0.20% (-7)	All Managers (Combined)	$578.0K	0.1% ($578.0K/$823.1M)	QoQ -2.55% (-$15.1K) YoY -11.80% (-$77.4K)
Alphabet Inc.(GOOGLcusip02079K305)	3.7K	QoQ -5.60% (-219) YoY +7.40% (+254)	All Managers (Combined)	$570.1K	0.1% ($570.1K/$823.1M)	QoQ -22.87% (-$169.1K) YoY +10.05% (+$52.1K)
(cusip46438F101)✕	11.9K	QoQ +2.25% (-263) YoY -1.25% (-152)	All Managers (Combined)	$558.3K	0.1% ($558.3K/$823.1M)	QoQ -9.77% (-$60.5K) YoY +14.21% (-$69.5K)
STARBUCKS CORP(SBUXcusip855244109)	5.6K	QoQ -9.55% (-591) YoY -18.74% (-1.3K)	All Managers (Combined)	$548.8K	0.1% ($548.8K/$823.1M)	QoQ -2.77% (-$15.7K) YoY -12.79% (-$80.5K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.1K	QoQ -26.46% (-402) YoY +66.71% (+447)	All Managers (Combined)	$523.8K	0.1% ($523.8K/$823.1M)	QoQ -32.54% (-$252.8K) YoY +76.08% (+$226.3K)
(cusip81369Y209)✕	3.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$455.0K	0.1% ($455.0K/$823.1M)	QoQ +6.13% (+$26.3K) YoY -1.16% (-$5.4K)
Eaton Corp plc(ETNcusipG29183103)	1.6K	QoQ -2.26% (-38) YoY -7.07% (-125)	All Managers (Combined)	$446.6K	0.1% ($446.6K/$823.1M)	QoQ -19.94% (-$111.3K) YoY -19.21% (-$106.2K)
(SCHXcusip808524201)	18.9K	QoQ 0.00% (-0) YoY +176.17% (-12.1K)	All Managers (Combined)	$418.0K	0.1% ($418.0K/$823.1M)	QoQ -4.74% (-$20.8K) YoY -1.73% (-$7.4K)
(IJHcusip464287507)	7.1K	QoQ -0.88% (-64) YoY +0.09% (-7)	All Managers (Combined)	$417.0K	0.1% ($417.0K/$823.1M)	QoQ -7.18% (-$32.3K) YoY -3.83% (-$16.6K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.2K	QoQ +8.32% (+90) YoY +10.89% (+115)	All Managers (Combined)	$412.9K	0.1% ($412.9K/$823.1M)	QoQ +11.62% (+$43.0K) YoY +21.95% (+$74.3K)
ServiceNow, Inc.(NOWcusip81762P102)	488	QoQ -7.04% (-37) YoY NEW(+488)	All Managers (Combined)	$388.5K	0.0% ($388.5K/$823.1M)	QoQ -30.19% (-$168.0K) YoY NEW(+$388.5K)
DEERE & CO(DEcusip244199105)	822	QoQ -10.26% (-94) YoY +1.60% (+13)	All Managers (Combined)	$385.8K	0.0% ($385.8K/$823.1M)	QoQ -0.59% (-$2.3K) YoY +16.10% (+$53.5K)