In-Depth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), In-Depth Partners, LLC reported 13 stock positions worth $87.1 million. Its top holding was Microsoft (MSFT) at 15.2% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 14.1%) and Amazon.com (AMZN, 13.3%). Compared with Q4 2024, it added to 8 and reduced 5. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +36%) and the biggest sale Alphabet Class A (GOOGL, shares −29%).
- Most Recent 13F
- Q3 2025
- Location
- Miami Beach, FL
- CIK
- 0001908316
- Portfolio Value
- $87.1M (Q1 2025)
- SEC Filing
- 0001420506-25-001123 ↗ filed May 14, 2025
Holdings Value
Holdings 13 stocks · $87.1M
| MSFT Microsoft Corp. | 15.15% | 35,169 | $13.2M | Add +14.9% |
| TSM Taiwan Semiconductor-SP ADR | 14.05% | 73,757 | $12.2M | Add +36.1% |
| AMZN Amazon.com Inc. | 13.26% | 60,747 | $11.6M | Add +16.2% |
| META Meta Platforms Inc. Class A | 12.49% | 18,877 | $10.9M | Reduce -0.9% |
| MELI MercadoLibre Inc. | 12.34% | 5,513 | $10.8M | Reduce -6.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 7.91% | 125,957 | $6.9M | Add +39.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 5.91% | 502,843 | $5.1M | Add +18.8% |
| MA Mastercard Inc. Class A | 5.89% | 9,362 | $5.1M | Add +3.7% |
| GOOGL Alphabet Inc. Class A | 4.78% | 26,948 | $4.2M | Reduce -28.6% |
| SNOW Snowflake Inc. | 2.66% | 15,857 | $2.3M | Add +3.7% |
| ALGN Align Technology Inc. | 2.23% | 12,216 | $1.9M | Add +3.7% |
| IDXX Idexx Laboratories Inc. | 1.68% | 3,488 | $1.5M | Reduce -57.5% |
| ZTS Zoetis Inc. | 1.64% | 8,678 | $1.4M | Reduce -52.5% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| TSM Taiwan Semiconductor-SP ADR | Add +36.1% | 14.05% | +2.71 |
| MSFT Microsoft Corp. | Add +14.9% | 15.15% | +1.48 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +18.8% | 5.91% | +1.26 |
| AMZN Amazon.com Inc. | Add +16.2% | 13.26% | +1.11 |
| MA Mastercard Inc. Class A | Add +3.7% | 5.89% | +0.85 |
| SNOW Snowflake Inc. | Add +3.7% | 2.66% | +0.16 |
| ALGN Align Technology Inc. | Add +3.7% | 2.23% | −0.38 |
| TTD Trade Desk Inc./the Class A | Add +39.0% | 7.91% | −3.37 |
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 |