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In-Depth Partners, LLC

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13F filer, CIK 1908316, Miami Beach, FL

In-Depth Partners, LLC reported $95,238,362 across 10 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-002093

Period
2025-06-30
Reported value
$95.2M
Holdings
10
Top 10 weight
100%
New
1
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAnew+43,157$6.82M
TSMadded+5,480$1.24M

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

SecurityShares changeApprox. value
GOOGLexited-26,948-$4.17M
MELIreduced-996-$2.6M
NUreduced-186,142-$2.55M
MSFTreduced-4,214-$2.1M
ALGNexited-12,216-$1.94M

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, Q2 2025

Share positions as resolved from 13F-HR 0001420506-25-002093, largest first. % of portfolio is the value over $95,238,362, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 30,541 shares; 2024Q3: 33,387 shares; 2024Q4: 54,210 shares; 2025Q1: 73,757 shares; 2025Q2: 79,237 shares 79,237$17.9M18.84%+5,480Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 33,930 shares; 2024Q1: 34,868 shares; 2024Q2: 28,539 shares; 2024Q3: 24,414 shares; 2024Q4: 30,619 shares; 2025Q1: 35,169 shares; 2025Q2: 30,955 shares 30,955$15.4M16.17%-4,214Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 49,068 shares; 2024Q1: 56,299 shares; 2024Q2: 46,122 shares; 2024Q3: 40,262 shares; 2024Q4: 52,287 shares; 2025Q1: 60,747 shares; 2025Q2: 59,193 shares 59,193$13M13.64%-1,554Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 28,061 shares; 2024Q1: 28,841 shares; 2024Q2: 21,955 shares; 2024Q3: 19,045 shares; 2024Q4: 19,045 shares; 2025Q1: 18,877 shares; 2025Q2: 16,611 shares 16,611$12.3M12.87%-2,266Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 8,666 shares; 2024Q1: 8,905 shares; 2024Q2: 7,083 shares; 2024Q3: 5,901 shares; 2024Q4: 5,901 shares; 2025Q1: 5,513 shares; 2025Q2: 4,517 shares 4,517$11.8M12.4%-996Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 147,573 shares; 2024Q1: 151,630 shares; 2024Q2: 121,620 shares; 2024Q3: 101,319 shares; 2024Q4: 90,623 shares; 2025Q1: 125,957 shares; 2025Q2: 103,265 shares 103,265$7.43M7.81%-22,692Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,157 shares 43,157$6.82M7.16%newTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 344,582 shares; 2024Q4: 423,218 shares; 2025Q1: 502,843 shares; 2025Q2: 316,701 shares 316,701$4.35M4.56%-186,142Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 26,136 shares; 2024Q1: 26,855 shares; 2024Q2: 17,589 shares; 2024Q3: 8,718 shares; 2024Q4: 9,025 shares; 2025Q1: 9,362 shares; 2025Q2: 7,664 shares 7,664$4.31M4.52%-1,698Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 21,776 shares; 2024Q1: 22,376 shares; 2024Q2: 18,328 shares; 2024Q3: 15,287 shares; 2024Q4: 15,287 shares; 2025Q1: 15,857 shares; 2025Q2: 8,660 shares 8,660$1.94M2.03%-7,197Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GOOGLALPHABET INC26,948$4.17Mshares
ALGNALIGN TECHNOLOGY INC12,216$1.94Mshares
IDXXIDEXX LABS INC3,488$1.46Mshares
ZTSZOETIS INC8,678$1.43Mshares

How Q2 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-002093 base2025-08-14acceptance time not in the bulk data set