DDD Partners, LLC has recently submitted its 13F-HR report, disclosing a total of approximately $1.75 billion in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and positions within the financial services sector.

The report reveals that DDD Partners holds substantial investments in major companies, including tech giants like Apple Inc., Amazon.com Inc., and Alphabet Inc. This diverse portfolio reflects the firm’s strategic approach to asset management, focusing on companies with strong growth potential.

Background

DDD Partners, LLC is an investment management firm based in Bellevue, Washington. The company is categorized under the SEC's other entity type and has been actively filing various forms, including the 13F-HR, which details its holdings in publicly traded companies. The firm’s recent filings include a series of 13F-HR reports, with the latest dated November 2, 2026, and covering the period ending September 30, 2026.

What the Filing Says

The filing indicates that DDD Partners has a total of 164 positions in its portfolio, with a reported total value of $1,749,685,089. The firm’s Chief Compliance Officer, Richard Lee, signed the document, confirming its accuracy and compliance with SEC regulations.

Impact

This filing may impact various stakeholders, including investors looking to understand DDD Partners' investment strategies and market positioning. The report also provides insights for competitors within the financial services industry, as they assess DDD Partners' asset allocation and investment choices.

What's Next

The filing does not specify what happens next for DDD Partners, LLC, but it is expected that the firm will continue to monitor and adjust its portfolio in response to market conditions and investment opportunities.