In-Depth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), In-Depth Partners, LLC reported 10 stock positions worth $95.2 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 18.8% of the portfolio, followed by Microsoft (MSFT, 16.2%) and Amazon.com (AMZN, 13.6%). Compared with Q1 2025, it opened 1 new position, sold out of 4, added to 1 and reduced 8. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Alphabet Class A (GOOGL).
- Most Recent 13F
- Q3 2025
- Location
- Miami Beach, FL
- CIK
- 0001908316
- Portfolio Value
- $95.2M (Q2 2025)
- SEC Filing
- 0001420506-25-002093 ↗ filed Aug 14, 2025
Holdings Value
Holdings 10 stocks · $95.2M
| TSM Taiwan Semiconductor-SP ADR | 18.84% | 79,237 | $17.9M | Add +7.4% |
| MSFT Microsoft Corp. | 16.17% | 30,955 | $15.4M | Reduce -12.0% |
| AMZN Amazon.com Inc. | 13.64% | 59,193 | $13.0M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 12.87% | 16,611 | $12.3M | Reduce -12.0% |
| MELI MercadoLibre Inc. | 12.40% | 4,517 | $11.8M | Reduce -18.1% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 7.81% | 103,265 | $7.4M | Reduce -18.0% |
| NVDA Nvidia Corp. | 7.16% | 43,157 | $6.8M | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 4.56% | 316,701 | $4.3M | Reduce -37.0% |
| MA Mastercard Inc. Class A | 4.52% | 7,664 | $4.3M | Reduce -18.1% |
| SNOW Snowflake Inc. | 2.03% | 8,660 | $1.9M | Reduce -45.4% |
Portfolio Sells Q1 2025 → Q2 2025
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −4.78 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −2.23 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −1.68 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −1.64 |
| MA Mastercard Inc. Class A | Reduce -18.1% | 4.52% | −1.37 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -37.0% | 4.56% | −1.35 |
| SNOW Snowflake Inc. | Reduce -45.4% | 2.03% | −0.63 |
| TTD Trade Desk Inc./the Class A | Reduce -18.0% | 7.81% | −0.10 |
| MELI MercadoLibre Inc. | Reduce -18.1% | 12.40% | +0.05 |
| AMZN Amazon.com Inc. | Reduce -2.6% | 13.64% | +0.37 |
| META Meta Platforms Inc. Class A | Reduce -12.0% | 12.87% | +0.39 |
| MSFT Microsoft Corp. | Reduce -12.0% | 16.17% | +1.02 |
Portfolio Buys Q1 2025 → Q2 2025
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 |