In-Depth Partners, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), In-Depth Partners, LLC reported 13 stock positions worth $94.4 million. Its top holding was Microsoft (MSFT) at 13.7% of the portfolio, followed by Amazon.com (AMZN, 12.2%) and Meta Platforms Class A (META, 11.8%). Compared with Q3 2024, it sold out of 1, added to 5 and reduced 3. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +62%) and the biggest sale an exit from Thermo Fisher Scientific (TMO).

Most Recent 13F
Q3 2025
Location
Miami Beach, FL
CIK
0001908316
Portfolio Value
$94.4M (Q4 2024)
SEC Filing
0001420506-25-000502 ↗ filed Feb 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $127.3M Q1 2024 Q2 2024: $108.6M Q2 2024 Q3 2024: $96.3M Q3 2024 Q4 2024: $94.4M $94.4M Q4 2024 Q1 2025: $87.1M Q1 2025 Q2 2025: $95.2M Q2 2025 Q3 2025: $94.3M Q3 2025

Holdings 13 stocks · $94.4M
MSFT Microsoft Corp. 13.67% 30,619 $12.9M Add +25.4%
AMZN Amazon.com Inc. 12.15% 52,287 $11.5M Add +29.9%
META Meta Platforms Inc. Class A 11.82% 19,045 $11.2M No change
TSM Taiwan Semiconductor-SP ADR 11.34% 54,210 $10.7M Add +62.4%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 11.29% 90,623 $10.7M Reduce -10.6%
MELI MercadoLibre Inc. 10.63% 5,901 $10.0M No change
GOOGL Alphabet Inc. Class A 7.57% 37,719 $7.1M Reduce -31.1%
MA Mastercard Inc. Class A 5.04% 9,025 $4.8M Add +3.5%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 4.65% 423,218 $4.4M Add +22.8%
IDXX Idexx Laboratories Inc. 3.59% 8,198 $3.4M No change
ZTS Zoetis Inc. 3.15% 18,274 $3.0M Reduce -45.8%
ALGN Align Technology Inc. 2.60% 11,779 $2.5M No change
SNOW Snowflake Inc. 2.50% 15,287 $2.4M No change

Portfolio Sells Q3 2024 → Q4 2024
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −4.99
ZTS Zoetis Inc. Reduce -45.8% 3.15% −3.69
GOOGL Alphabet Inc. Class A Reduce -31.1% 7.57% −1.87
TTD Trade Desk Inc./the Class A Reduce -10.6% 11.29% −0.25

Portfolio Buys Q3 2024 → Q4 2024
TSM Taiwan Semiconductor-SP ADR Add +62.4% 11.34% +5.32
AMZN Amazon.com Inc. Add +29.9% 12.15% +4.36
MSFT Microsoft Corp. Add +25.4% 13.67% +2.77
MA Mastercard Inc. Class A Add +3.5% 5.04% +0.57
NU Nu Holdings Ltd./Cayman Isl-A Add +22.8% 4.65% −0.24

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 9$94.3MTSM, MSFT, AMZN, META, MELI
Q2 2025 10$95.2MTSM, MSFT, AMZN, META, MELI
Q1 2025 13$87.1MMSFT, TSM, AMZN, META, MELI
Q4 2024 13$94.4MMSFT, AMZN, META, TSM, TTD
Q3 2024 14$96.3MMELI, TTD, META, MSFT, GOOGL
Q2 2024 13$108.6MMSFT, TTD, MELI, GOOGL, META
Q1 2024 12$127.3MMSFT, META, MELI, TTD, MA