In-Depth Partners
Miami Beach, FLfiles as In-Depth Partners, LLC
$94m in 9 US stocks at the end of 30 September 2025. The top 10 are 100.0% of the money. It changed about 8.0% of the portfolio this quarter.
Value
$94m
Stocks
9
Top 10 share
100.0%
Turnover
8.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Trade DeskTTD3.0% of the fund-43%
Sold out
Sold their entire stake.
- SnowflakeSNOW-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Taiwan Semiconductor ManufacturingTSM | 23.5% | $22m | 79,237 | Held |
| MicrosoftMSFT | 17.0% | $16m | 30,955 | Held |
| Amazon.comAMZN | 13.8% | $13m | 59,193 | Held |
| Meta PlatformsMETA | 12.9% | $12m | 16,611 | Held |
| MercadoLibreMELI | 11.2% | $11m | 4,517 | Held |
| NvidiaNVDA | 8.5% | $8m | 43,157 | Held |
| Nu HoldingsNU | 5.4% | $5m | 316,701 | Held |
| MastercardMA | 4.6% | $4m | 7,664 | Held |
| Trade DeskTTD | 3.0% | $3m | 58,567 | -43% |
Over time and by industry
Value over time
Sep '25
Value is down 1.0% since 30 June 2025.
Where the money is
Technology63.3%
Retail & consumer13.8%
Media & telecom12.9%
Financial services10.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.