In-Depth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), In-Depth Partners, LLC reported 9 stock positions worth $94.3 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 23.5% of the portfolio, followed by Microsoft (MSFT, 17.0%) and Amazon.com (AMZN, 13.8%). Compared with Q2 2025, it sold out of 1 and reduced 1. The biggest sale was Trade Desk Inc./the Class A (TTD, shares −43%).
- Most Recent 13F
- Q3 2025
- Location
- Miami Beach, FL
- CIK
- 0001908316
- Portfolio Value
- $94.3M (Q3 2025)
- SEC Filing
- 0001420506-25-003211 ↗ filed Nov 14, 2025
Holdings Value
Holdings 9 stocks · $94.3M
| TSM Taiwan Semiconductor-SP ADR | 23.48% | 79,237 | $22.1M | No change |
| MSFT Microsoft Corp. | 17.01% | 30,955 | $16.0M | No change |
| AMZN Amazon.com Inc. | 13.79% | 59,193 | $13.0M | No change |
| META Meta Platforms Inc. Class A | 12.94% | 16,611 | $12.2M | No change |
| MELI MercadoLibre Inc. | 11.20% | 4,517 | $10.6M | No change |
| NVDA Nvidia Corp. | 8.54% | 43,157 | $8.1M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 5.38% | 316,701 | $5.1M | No change |
| MA Mastercard Inc. Class A | 4.62% | 7,664 | $4.4M | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 3.04% | 58,567 | $2.9M | Reduce -43.3% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 9 | $94.3M | TSM, MSFT, AMZN, META, MELI |
| Q2 2025 | 10 | $95.2M | TSM, MSFT, AMZN, META, MELI |
| Q1 2025 | 13 | $87.1M | MSFT, TSM, AMZN, META, MELI |
| Q4 2024 | 13 | $94.4M | MSFT, AMZN, META, TSM, TTD |
| Q3 2024 | 14 | $96.3M | MELI, TTD, META, MSFT, GOOGL |
| Q2 2024 | 13 | $108.6M | MSFT, TTD, MELI, GOOGL, META |
| Q1 2024 | 12 | $127.3M | MSFT, META, MELI, TTD, MA |