In-Depth Partners, LLC 13F Holdings · last filed Q3 2025
In-Depth Partners, LLC reported 9 securities worth $94.27M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: TSM (23.48%), MSFT (17.01%), AMZN (13.79%). Among its top 25 positions this quarter: 1 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $22.1M | 23.48% | 79,237 | Hold |
| 2 | MSFT | MICROSOFT CORP | $16.0M | 17.01% | 30,955 | Hold |
| 3 | AMZN | AMAZON COM INC | $13.0M | 13.79% | 59,193 | Hold |
| 4 | META | META PLATFORMS INC | $12.2M | 12.94% | 16,611 | Hold |
| 5 | MELI | MERCADOLIBRE INC | $10.6M | 11.20% | 4,517 | Hold |
| 6 | NVDA | NVIDIA CORPORATION | $8.1M | 8.54% | 43,157 | Hold |
| 7 | NU | NU HLDGS LTD | $5.1M | 5.38% | 316,701 | Hold |
| 8 | MA | MASTERCARD INCORPORATED | $4.4M | 4.62% | 7,664 | Hold |
| 9 | TTD | THE TRADE DESK INC | $2.9M | 3.04% | 58,567 | Trimmed |
| 10 | SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR