In-Depth Partners, LLC
CIK: 0001908316SEC EDGAR →
Portfolio Value
$94.3M
Holdings
9
As of
Q3 2025
New Positions
0
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 79,237 | $22.1M | 23.48% |
| 2 | MICROSOFT CORP | 30,955 | $16.0M | 17.01% |
| 3 | AMAZON COM INC | 59,193 | $13.0M | 13.79% |
| 4 | META PLATFORMS INC | 16,611 | $12.2M | 12.94% |
| 5 | MERCADOLIBRE INC | 4,517 | $10.6M | 11.20% |
| 6 | NVIDIA CORPORATION | 43,157 | $8.1M | 8.54% |
| 7 | NU HLDGS LTD | 316,701 | $5.1M | 5.38% |
| 8 | MASTERCARD INCORPORATED | 7,664 | $4.4M | 4.62% |
| 9 | THE TRADE DESK INC | 58,567 | $2.9M | 3.04% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 4 | $49.1M | 52.1% |
| Consumer Cyclical | 1 | $13.0M | 13.8% |
| Communication Services | 1 | $12.2M | 12.9% |
| Unknown | 1 | $10.6M | 11.2% |
| Financial Services | 2 | $9.4M | 10.0% |