In-Depth Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), In-Depth Partners, LLC reported 14 stock positions worth $96.3 million. Its top holding was MercadoLibre (MELI) at 12.6% of the portfolio, followed by Trade Desk Inc./the Class A (TTD, 11.5%) and Meta Platforms Class A (META, 11.3%). Compared with Q2 2024, it opened 1 new position, added to 1 and reduced 12. The biggest buy was a new position in Nu Holdings Ltd./Cayman Isl-A (NU) and the biggest sale Mastercard Class A (MA, shares −50%).
- Most Recent 13F
- Q3 2025
- Location
- Miami Beach, FL
- CIK
- 0001908316
- Portfolio Value
- $96.3M (Q3 2024)
- SEC Filing
- 0001420506-24-002442 ↗ filed Nov 14, 2024
Holdings Value
Holdings 14 stocks · $96.3M
| MELI MercadoLibre Inc. | 12.57% | 5,901 | $12.1M | Reduce -16.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 11.54% | 101,319 | $11.1M | Reduce -16.7% |
| META Meta Platforms Inc. Class A | 11.32% | 19,045 | $10.9M | Reduce -13.3% |
| MSFT Microsoft Corp. | 10.91% | 24,414 | $10.5M | Reduce -14.4% |
| GOOGL Alphabet Inc. Class A | 9.43% | 54,774 | $9.1M | Reduce -12.5% |
| AMZN Amazon.com Inc. | 7.79% | 40,262 | $7.5M | Reduce -12.7% |
| ZTS Zoetis Inc. | 6.84% | 33,728 | $6.6M | Reduce -40.9% |
| TSM Taiwan Semiconductor-SP ADR | 6.02% | 33,387 | $5.8M | Add +9.3% |
| TMO Thermo Fisher Scientific Inc. | 4.99% | 7,771 | $4.8M | Reduce -28.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 4.88% | 344,582 | $4.7M | New |
| MA Mastercard Inc. Class A | 4.47% | 8,718 | $4.3M | Reduce -50.4% |
| IDXX Idexx Laboratories Inc. | 4.30% | 8,198 | $4.1M | Reduce -34.3% |
| ALGN Align Technology Inc. | 3.11% | 11,779 | $3.0M | Reduce -16.5% |
| SNOW Snowflake Inc. | 1.82% | 15,287 | $1.8M | Reduce -16.6% |
Portfolio Sells Q2 2024 → Q3 2024
| MA Mastercard Inc. Class A | Reduce -50.4% | 4.47% | −2.68 |
| ZTS Zoetis Inc. | Reduce -40.9% | 6.84% | −2.27 |
| IDXX Idexx Laboratories Inc. | Reduce -34.3% | 4.30% | −1.30 |
| GOOGL Alphabet Inc. Class A | Reduce -12.5% | 9.43% | −1.07 |
| MSFT Microsoft Corp. | Reduce -14.4% | 10.91% | −0.84 |
| TMO Thermo Fisher Scientific Inc. | Reduce -28.4% | 4.99% | −0.54 |
| SNOW Snowflake Inc. | Reduce -16.6% | 1.82% | −0.46 |
| AMZN Amazon.com Inc. | Reduce -12.7% | 7.79% | −0.42 |
| ALGN Align Technology Inc. | Reduce -16.5% | 3.11% | −0.03 |
| TTD Trade Desk Inc./the Class A | Reduce -16.7% | 11.54% | +0.60 |
| META Meta Platforms Inc. Class A | Reduce -13.3% | 11.32% | +1.13 |
| MELI MercadoLibre Inc. | Reduce -16.7% | 12.57% | +1.85 |
Portfolio Buys Q2 2024 → Q3 2024
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 |