In-Depth Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), In-Depth Partners, LLC reported 13 stock positions worth $108.6 million. Its top holding was Microsoft (MSFT) at 11.7% of the portfolio, followed by Trade Desk Inc./the Class A (TTD, 10.9%) and MercadoLibre (MELI, 10.7%). Compared with Q1 2024, it opened 1 new position and reduced 12. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale Mastercard Class A (MA, shares −35%).
- Most Recent 13F
- Q3 2025
- Location
- Miami Beach, FL
- CIK
- 0001908316
- Portfolio Value
- $108.6M (Q2 2024)
- SEC Filing
- 0001420506-24-001496 ↗ filed Aug 14, 2024
Holdings Value
Holdings 13 stocks · $108.6M
| MSFT Microsoft Corp. | 11.75% | 28,539 | $12.8M | Reduce -18.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 10.94% | 121,620 | $11.9M | Reduce -19.8% |
| MELI MercadoLibre Inc. | 10.72% | 7,083 | $11.6M | Reduce -20.5% |
| GOOGL Alphabet Inc. Class A | 10.50% | 62,623 | $11.4M | Reduce -20.3% |
| META Meta Platforms Inc. Class A | 10.19% | 21,955 | $11.1M | Reduce -23.9% |
| ZTS Zoetis Inc. | 9.11% | 57,088 | $9.9M | Reduce -18.1% |
| AMZN Amazon.com Inc. | 8.21% | 46,122 | $8.9M | Reduce -18.1% |
| MA Mastercard Inc. Class A | 7.15% | 17,589 | $7.8M | Reduce -34.5% |
| IDXX Idexx Laboratories Inc. | 5.60% | 12,485 | $6.1M | Reduce -18.1% |
| TMO Thermo Fisher Scientific Inc. | 5.53% | 10,860 | $6.0M | Reduce -18.1% |
| TSM Taiwan Semiconductor-SP ADR | 4.89% | 30,541 | $5.3M | New |
| ALGN Align Technology Inc. | 3.14% | 14,109 | $3.4M | Reduce -18.1% |
| SNOW Snowflake Inc. | 2.28% | 18,328 | $2.5M | Reduce -18.1% |
Portfolio Sells Q1 2024 → Q2 2024
| MA Mastercard Inc. Class A | Reduce -34.5% | 7.15% | −3.01 |
| ALGN Align Technology Inc. | Reduce -18.1% | 3.14% | −1.30 |
| IDXX Idexx Laboratories Inc. | Reduce -18.1% | 5.60% | −0.87 |
| META Meta Platforms Inc. Class A | Reduce -23.9% | 10.19% | −0.80 |
| SNOW Snowflake Inc. | Reduce -18.1% | 2.28% | −0.56 |
| TMO Thermo Fisher Scientific Inc. | Reduce -18.1% | 5.53% | −0.52 |
| ZTS Zoetis Inc. | Reduce -18.1% | 9.11% | −0.15 |
| MELI MercadoLibre Inc. | Reduce -20.5% | 10.72% | +0.14 |
| MSFT Microsoft Corp. | Reduce -18.1% | 11.75% | +0.23 |
| AMZN Amazon.com Inc. | Reduce -18.1% | 8.21% | +0.23 |
| TTD Trade Desk Inc./the Class A | Reduce -19.8% | 10.94% | +0.53 |
| GOOGL Alphabet Inc. Class A | Reduce -20.3% | 10.50% | +1.20 |
Portfolio Buys Q1 2024 → Q2 2024
| TSM Taiwan Semiconductor-SP ADR | New | 4.89% | +4.89 |
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 |