In-Depth Partners, LLC
13F Reported Value
ⓘ$94.3M
Holdings
9
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
In-Depth Partners, LLC disclosed 9 positions worth $94.3M in its Form 13F-HR for Q3 2025, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 23.5% of the equity portfolio, followed by $MSFT and $AMZN. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $SNOW. The portfolio is most concentrated in Technology (65.0% of disclosed assets). All figures are sourced directly from In-Depth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1908316.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
- $22.1M79,237 sh
- 83.7#15
Quality
$16.0M30,955 sh - 74.6#152
Quality
$13.0M59,193 sh - 80.9
Quality
$12.2M16,611 sh - 77.5
Quality
$10.6M4,517 sh - 90.2
Quality
$8.1M43,157 sh - —
Quality
$5.1M316,701 sh - 81.7
Quality
$4.4M7,664 sh - 72.2
Quality
$2.9M58,567 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $22.1M | 79,237 |
 MICROSOFT CORP$MSFT | 83.7#15 | $16.0M | 30,955 |
 AMAZON COM INC$AMZN | 74.6#152 | $13.0M | 59,193 |
 Meta Platforms, Inc.$META | 80.9 | $12.2M | 16,611 |
 MERCADOLIBRE INC$MELI | 77.5 | $10.6M | 4,517 |
 NVIDIA CORP$NVDA | 90.2 | $8.1M | 43,157 |
 Nu Holdings Ltd.$NU | — | $5.1M | 316,701 |
 Mastercard Inc$MA | 81.7 | $4.4M | 7,664 |
 Trade Desk, Inc.$TTD | 72.2 | $2.9M | 58,567 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of In-Depth Partners, LLC's 9 positions.
Showing top 9 of 9 holdings.
Sector Allocation
Technology
$61.3M
Consumer Discretionary
$23.6M
Financials
$9.4M
Full Holdings — In-Depth Partners, LLC (Q3 2025)
All 9 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $22.1M | 23.5% | +0% | — |
| 2 | $MSFT | MICROSOFT CORP | $16.0M | 17.0% | +0% | 83.7 |
| 3 | $AMZN | AMAZON COM INC | $13.0M | 13.8% | +0% | 74.6 |
| 4 | $META | Meta Platforms, Inc. | $12.2M | 12.9% | +0% | 80.9 |
| 5 | $MELI | MERCADOLIBRE INC | $10.6M | 11.2% | +0% | 77.5 |
| 6 | $NVDA | NVIDIA CORP | $8.1M | 8.5% | +0% | 90.2 |
| 7 | $NU | Nu Holdings Ltd. | $5.1M | 5.4% | +0% | — |
| 8 | $MA | Mastercard Inc | $4.4M | 4.6% | +0% | 81.7 |
| 9 | $TTD | Trade Desk, Inc. | $2.9M | 3.0% | -43% | 72.2 |
Exited Positions (1)
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13F Pro is an AI hedge fund tracker and stock research platform. For In-Depth Partners, LLC (SEC CIK: 1908316), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in In-Depth Partners, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.