In-Depth Partners, LLC
- SEC CIK
- 0001908316
- Latest filing
- Nov 14, 2025
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 10
- −3 vs. Q1 2025
- Portfolio value
- $95.2M
- +$8.11M (+9.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 79,237 | $17.9M | 18.8% | +5,480+7.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 30,955 | $15.4M | 16.2% | −4,214−12.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 59,193 | $13.0M | 13.6% | −1,554−2.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 16,611 | $12.3M | 12.9% | −2,266−12.0% | Reduced | History |
| MELIMercadolibre Inc | COM | 4,517 | $11.8M | 12.4% | −996−18.1% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 103,265 | $7.43M | 7.8% | −22,692−18.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 43,157 | $6.82M | 7.2% | +43,157 | New | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 316,701 | $4.35M | 4.6% | −186,142−37.0% | Reduced | History |
| MAMastercard Inc | Stock | 7,664 | $4.31M | 4.5% | −1,698−18.1% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 8,660 | $1.94M | 2.0% | −7,197−45.4% | Reduced | History |
Sold out since Q1 2025 (4)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 26,948 | $4.17M | 4.8% | History |
| ALGNAlign Technology Inc | COM | 12,216 | $1.94M | 2.2% | History |
| IDXXIDEXX Laboratories Inc | COM | 3,488 | $1.46M | 1.7% | History |
| ZTSZoetis Inc. | Stock | 8,678 | $1.43M | 1.6% | History |