DDS Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q2	Jul 16, 2024	Pittenger & Anderson	-	-	AAPL, AMZN, BRK.A, DDS, GOOGL, LLYVA, META, NFLX, NKE, NVDA, PLTR, SIRI, SLB, TDW, VAL	AI, Concentration, cyclicals, energy, technology, Trump, value	Manager discusses AI hype and concentration in tech stocks, comparing current environment to dot-com bubble. Notes concerns about commoditization of AI tools and lack of clear profit models, while highlighting Amazon's successful cost-focused AI implementation in warehouses.	SIRI SLB VAL TDW NKE	View
2024 Q4	Feb 15, 2025	GDS Investments	-	-	AAPL, AMZN, BRK.A, DDS, GOOGL, LLYVA, META, NFLX, NKE, NVDA, PLTR, SIRI, SLB, TDW, VAL	AI, cyclicals, energy, inflation, technology, Trump, value	Manager discusses AI hype and concentration in tech stocks, comparing current environment to dot-com bubble. Notes concerns about commoditization of AI tools and lack of clear profit models, while highlighting Amazon's successful cost-focused AI implementation in warehouses.	SIRI SLB VAL TDW NKE SLB VAL TDW NKE	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of DDS

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
Ray Dalio	Bridgewater Associates	$27.4B	$5.9M	0.02%	9,715	+3,626	+59.55%	0.0567%
Israel Englander	Millennium Management LLC	$233.2B	$19.8M	0.01%	32,599	+21,800	+201.87%	0.1903%
David Siegel & John Overdeck	Two Sigma Investments	$67.5B	$6.7M	0.01%	11,073	-13,552	-55.03%	0.0646%
Cliff Asness	AQR Capital Management	$190.6B	$70.7M	0.04%	116,577	+12,863	+12.40%	0.6805%

DDS

DDS

Market Cap: $10.39B

Letters With This Ticker

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BSD Shareholders of DDS

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