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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922908736

VUG|922908736

Shares:1.0K

Value:$385.4K

% of Portfolio:0.0% ($385.4K/$823.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.5K

Value:$355.9K

% of Portfolio:0.0% ($355.9K/$823.1M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.5K

Value:$353.3K

% of Portfolio:0.0% ($353.3K/$823.1M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:9.3K

Value:$347.1K

% of Portfolio:0.0% ($347.1K/$823.1M)

MP Materials Corp. / DE

MP|553368101

Shares:13.8K

Value:$337.1K

% of Portfolio:0.0% ($337.1K/$823.1M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:642

Value:$318.0K

% of Portfolio:0.0% ($318.0K/$823.1M)

464287804

IJR|464287804

Shares:3.0K

Value:$309.4K

% of Portfolio:0.0% ($309.4K/$823.1M)

464289438

Shares:1.4K

Value:$297.4K

% of Portfolio:0.0% ($297.4K/$823.1M)

HOME DEPOT, INC.

HD|437076102

Shares:805

Value:$295.0K

% of Portfolio:0.0% ($295.0K/$823.1M)

Enphase Energy, Inc.

ENPH|29355A107

Shares:4.3K

Value:$265.3K

% of Portfolio:0.0% ($265.3K/$823.1M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:6.1K

Value:$255.1K

% of Portfolio:0.0% ($255.1K/$823.1M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.2K

Value:$243.7K

% of Portfolio:0.0% ($243.7K/$823.1M)

RESMED INC

RMD|761152107

Shares:1.1K

Value:$237.5K

% of Portfolio:0.0% ($237.5K/$823.1M)

Airbnb, Inc.

ABNB|009066101

Shares:2.0K

Value:$234.7K

% of Portfolio:0.0% ($234.7K/$823.1M)

Enovix Corp

ENVX|293594107

Shares:31.5K

Value:$230.9K

% of Portfolio:0.0% ($230.9K/$823.1M)

922908769

VTI|922908769

Shares:804

Value:$221.1K

% of Portfolio:0.0% ($221.1K/$823.1M)

922908363

VOO|922908363

Shares:398

Value:$204.8K

% of Portfolio:0.0% ($204.8K/$823.1M)

AGNC Investment Corp.

AGNC|00123Q104

Shares:18.1K

Value:$173.0K

% of Portfolio:0.0% ($173.0K/$823.1M)

46438R105

Shares:12.1K

Value:$167.4K

% of Portfolio:0.0% ($167.4K/$823.1M)

ClearSign Technologies Corp

CLIR|185064102

Shares:115.0K

Value:$86.3K

% of Portfolio:0.0% ($86.3K/$823.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUGcusip922908736)	1.0K	QoQ 0.00% (-0) YoY -0.95% (-10)	All Managers (Combined)	$385.4K	0.0% ($385.4K/$823.1M)	QoQ -9.64% (-$41.2K) YoY +6.72% (-$24.3K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.5K	QoQ +2.47% (+35) YoY +39.51% (+411)	All Managers (Combined)	$355.9K	0.0% ($355.9K/$823.1M)	QoQ +4.86% (+$16.5K) YoY +70.86% (+$147.6K)
LOWES COMPANIES INC(LOWcusip548661107)	1.5K	QoQ +0.39% (-6) YoY +0.79% (-12)	All Managers (Combined)	$353.3K	0.0% ($353.3K/$823.1M)	QoQ -5.12% (-$19.1K) YoY -7.70% (-$29.5K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	9.3K	QoQ NEW(+9.3K) YoY +2.85% (-258)	All Managers (Combined)	$347.1K	0.0% ($347.1K/$823.1M)	QoQ NEW(+$347.1K) YoY -23.33% (-$105.7K)
MP Materials Corp. / DE(MPcusip553368101)	13.8K	QoQ -0.43% (-61) YoY -27.67% (-5.3K)	All Managers (Combined)	$337.1K	0.0% ($337.1K/$823.1M)	QoQ +55.78% (-$120.7K) YoY +23.45% (-$64.0K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	642	QoQ NEW(+642) YoY NEW(+642)	All Managers (Combined)	$318.0K	0.0% ($318.0K/$823.1M)	QoQ NEW(+$318.0K) YoY NEW(+$318.0K)
(IJRcusip464287804)	3.0K	QoQ -1.16% (-35) YoY -1.03% (-31)	All Managers (Combined)	$309.4K	0.0% ($309.4K/$823.1M)	QoQ -10.30% (-$35.5K) YoY -6.36% (-$21.0K)
(cusip464289438)✕	1.4K	QoQ 0.00% (-0) YoY NEW(+1.4K)	All Managers (Combined)	$297.4K	0.0% ($297.4K/$823.1M)	QoQ -10.34% (-$34.3K) YoY NEW(+$297.4K)
HOME DEPOT, INC.(HDcusip437076102)	805	QoQ NEW(+805) YoY NEW(+805)	All Managers (Combined)	$295.0K	0.0% ($295.0K/$823.1M)	QoQ NEW(+$295.0K) YoY NEW(+$295.0K)
Enphase Energy, Inc.(ENPHcusip29355A107)	4.3K	QoQ +46.20% (+1.4K) YoY +58.62% (-1.6K)	All Managers (Combined)	$265.3K	0.0% ($265.3K/$823.1M)	QoQ +32.09% (+$64.4K) YoY -18.64% (-$60.8K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	6.1K	QoQ +2.27% (-136) YoY -2.44% (-153)	All Managers (Combined)	$255.1K	0.0% ($255.1K/$823.1M)	QoQ -2.89% (-$7.6K) YoY +7.35% (-$17.5K)
DANAHER CORP /DE/(DHRcusip235851102)	1.2K	QoQ +1.45% (-17) YoY +1.79% (-21)	All Managers (Combined)	$243.7K	0.0% ($243.7K/$823.1M)	QoQ -9.39% (-$25.3K) YoY -16.43% (-$47.9K)
RESMED INC(RMDcusip761152107)	1.1K	QoQ -0.18% (-2) YoY 0.00% (+0)	All Managers (Combined)	$237.5K	0.0% ($237.5K/$823.1M)	QoQ -2.30% (-$5.6K) YoY +13.03% (+$27.4K)
Airbnb, Inc.(ABNBcusip009066101)	2.0K	QoQ -7.04% (-149) YoY -43.12% (-1.5K)	All Managers (Combined)	$234.7K	0.0% ($234.7K/$823.1M)	QoQ -15.50% (-$43.1K) YoY -58.81% (-$335.2K)
Enovix Corp(ENVXcusip293594107)	31.5K	QoQ +5.93% (-1.8K) YoY -23.09% (-9.4K)	All Managers (Combined)	$230.9K	0.0% ($230.9K/$823.1M)	QoQ -28.46% (-$91.9K) YoY -29.52% (-$96.8K)
(VTIcusip922908769)	804	QoQ -0.74% (-6) YoY NEW(+804)	All Managers (Combined)	$221.1K	0.0% ($221.1K/$823.1M)	QoQ -5.86% (-$13.8K) YoY NEW(+$221.1K)
(VOOcusip922908363)	398	QoQ 0.00% (-0) YoY NEW(+398)	All Managers (Combined)	$204.8K	0.0% ($204.8K/$823.1M)	QoQ -4.56% (-$9.8K) YoY NEW(+$204.8K)
AGNC Investment Corp.(AGNCcusip00123Q104)	18.1K	QoQ 0.00% (+0) YoY NEW(+18.1K)	All Managers (Combined)	$173.0K	0.0% ($173.0K/$823.1M)	QoQ +4.01% (+$6.7K) YoY NEW(+$173.0K)
(cusip46438R105)✕	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$167.4K	0.0% ($167.4K/$823.1M)	QoQ NEW(+$167.4K) YoY NEW(+$167.4K)
ClearSign Technologies Corp(CLIRcusip185064102)	115.0K	QoQ +9.52% (-10.0K) YoY +9.52% (-10.0K)	All Managers (Combined)	$86.3K	0.0% ($86.3K/$823.1M)	QoQ -42.95% (-$65.0K) YoY -14.87% (-$15.1K)