In-Depth Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), In-Depth Partners, LLC reported 12 stock positions worth $127.3 million. Its top holding was Microsoft (MSFT) at 11.5% of the portfolio, followed by Meta Platforms Class A (META, 11.0%) and MercadoLibre (MELI, 10.6%). Compared with Q4 2023, it added to 11 and reduced 1. The biggest buy was Meta Platforms Class A (META, shares +3%) and the biggest sale Alphabet Class A (GOOGL, shares −5%).
- Most Recent 13F
- Q3 2025
- Location
- Miami Beach, FL
- CIK
- 0001908316
- Portfolio Value
- $127.3M (Q1 2024)
- SEC Filing
- 0001420506-24-000909 ↗ filed May 15, 2024
Holdings Value
Holdings 12 stocks · $127.3M
| MSFT Microsoft Corp. | 11.52% | 34,868 | $14.7M | Add +2.8% |
| META Meta Platforms Inc. Class A | 11.00% | 28,841 | $14.0M | Add +2.8% |
| MELI MercadoLibre Inc. | 10.57% | 8,905 | $13.5M | Add +2.8% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 10.41% | 151,630 | $13.3M | Add +2.8% |
| MA Mastercard Inc. Class A | 10.16% | 26,855 | $12.9M | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 9.31% | 78,522 | $11.9M | Reduce -5.0% |
| ZTS Zoetis Inc. | 9.26% | 69,688 | $11.8M | Add +2.8% |
| AMZN Amazon.com Inc. | 7.97% | 56,299 | $10.2M | Add +14.7% |
| IDXX Idexx Laboratories Inc. | 6.47% | 15,254 | $8.2M | Add +2.8% |
| TMO Thermo Fisher Scientific Inc. | 6.05% | 13,262 | $7.7M | Add +2.8% |
| ALGN Align Technology Inc. | 4.44% | 17,238 | $5.7M | Add +2.8% |
| SNOW Snowflake Inc. | 2.84% | 22,376 | $3.6M | Add +2.8% |
Portfolio Sells Q4 2023 → Q1 2024
| GOOGL Alphabet Inc. Class A | Reduce -5.0% | 9.31% | −0.77 |
Portfolio Buys Q4 2023 → Q1 2024
| META Meta Platforms Inc. Class A | Add +2.8% | 11.00% | +2.32 |
| AMZN Amazon.com Inc. | Add +14.7% | 7.97% | +1.46 |
| TTD Trade Desk Inc./the Class A | Add +2.8% | 10.41% | +1.13 |
| ALGN Align Technology Inc. | Add +2.8% | 4.44% | +0.42 |
| MA Mastercard Inc. Class A | Add +2.8% | 10.16% | +0.42 |
| MSFT Microsoft Corp. | Add +2.8% | 11.52% | +0.37 |
| TMO Thermo Fisher Scientific Inc. | Add +2.8% | 6.05% | +0.07 |
| IDXX Idexx Laboratories Inc. | Add +2.8% | 6.47% | −0.73 |
| SNOW Snowflake Inc. | Add +2.8% | 2.84% | −0.95 |
| MELI MercadoLibre Inc. | Add +2.8% | 10.57% | −1.32 |
| ZTS Zoetis Inc. | Add +2.8% | 9.26% | −2.43 |
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 |