13F HOLDINGS REPORT
In-Depth Partners, LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001420506-25-001123
Total Value
$87.1M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 35,169 | $13.2M | 15.15% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 73,757 | $12.2M | 14.05% |
| 3 | AMAZON COM INC | AMZN | 60,747 | $11.6M | 13.26% |
| 4 | META PLATFORMS INC | META | 18,877 | $10.9M | 12.49% |
| 5 | MERCADOLIBRE INC | MELI | 5,513 | $10.8M | 12.34% |
| 6 | THE TRADE DESK INC | 88339J105 | 125,957 | $6.9M | 7.91% |
| 7 | NU HLDGS LTD | NU | 502,843 | $5.1M | 5.91% |
| 8 | MASTERCARD INCORPORATED | MA | 9,362 | $5.1M | 5.89% |
| 9 | ALPHABET INC | GOOG | 26,948 | $4.2M | 4.78% |
| 10 | SNOWFLAKE INC | SNOW | 15,857 | $2.3M | 2.66% |
| 11 | ALIGN TECHNOLOGY INC | ALGN | 12,216 | $1.9M | 2.23% |
| 12 | IDEXX LABS INC | 45168D104 | 3,488 | $1.5M | 1.68% |
| 13 | ZOETIS INC | ZTS | 8,678 | $1.4M | 1.64% |