In-Depth Partners, LLC
Follow13F filer, CIK 1908316, Miami Beach, FL
In-Depth Partners, LLC reported $87,130,700 across 13 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 94.45% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-001123
- Period
- 2025-03-31
- Reported value
- $87.1M
- Holdings
- 13
- Top 10 weight
- 94.45%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TSMadded | +19,547 | $3.24M |
| TTDadded | +35,334 | $1.93M |
| MSFTadded | +4,550 | $1.71M |
| AMZNadded | +8,460 | $1.61M |
| NUadded | +79,625 | $815K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IDXXreduced | -4,710 | -$1.98M |
| GOOGLreduced | -10,771 | -$1.67M |
| ZTSreduced | -9,596 | -$1.58M |
| MELIreduced | -388 | -$757K |
| METAreduced | -168 | -$96.8K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0001420506-25-001123, largest first. % of portfolio is the value over $87,130,700, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| MSFTMICROSOFT CORP | 35,169 | $13.2M | 15.15% | +4,550 | Timeline | ||
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 73,757 | $12.2M | 14.05% | +19,547 | Timeline | ||
| AMZNAMAZON COM INC | 60,747 | $11.6M | 13.26% | +8,460 | Timeline | ||
| METAMETA PLATFORMS INC | 18,877 | $10.9M | 12.49% | -168 | Timeline | ||
| MELIMERCADOLIBRE INC | 5,513 | $10.8M | 12.34% | -388 | Timeline | ||
| TTDTHE TRADE DESK INC | 125,957 | $6.89M | 7.91% | +35,334 | Timeline | ||
| NUNU HLDGS LTD | 502,843 | $5.15M | 5.91% | +79,625 | Timeline | ||
| MAMASTERCARD INCORPORATED | 9,362 | $5.13M | 5.89% | +337 | Timeline | ||
| GOOGLALPHABET INC | 26,948 | $4.17M | 4.78% | -10,771 | Timeline | ||
| SNOWSNOWFLAKE INC | 15,857 | $2.32M | 2.66% | +570 | Timeline | ||
| ALGNALIGN TECHNOLOGY INC | 12,216 | $1.94M | 2.23% | +437 | Timeline | ||
| IDXXIDEXX LABS INC | 3,488 | $1.46M | 1.68% | -4,710 | Timeline | ||
| ZTSZOETIS INC | 8,678 | $1.43M | 1.64% | -9,596 | Timeline |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001420506-25-001123 | base | 2025-05-14 | acceptance time not in the bulk data set |