13F HOLDINGS REPORT
In-Depth Partners, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002093
Total Value
$95.2M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 79,237 | $17.9M | 18.84% |
| 2 | MICROSOFT CORP | MSFT | 30,955 | $15.4M | 16.17% |
| 3 | AMAZON COM INC | AMZN | 59,193 | $13.0M | 13.64% |
| 4 | META PLATFORMS INC | META | 16,611 | $12.3M | 12.87% |
| 5 | MERCADOLIBRE INC | MELI | 4,517 | $11.8M | 12.40% |
| 6 | THE TRADE DESK INC | 88339J105 | 103,265 | $7.4M | 7.81% |
| 7 | NVIDIA CORPORATION | NVDA | 43,157 | $6.8M | 7.16% |
| 8 | NU HLDGS LTD | NU | 316,701 | $4.3M | 4.56% |
| 9 | MASTERCARD INCORPORATED | MA | 7,664 | $4.3M | 4.52% |
| 10 | SNOWFLAKE INC | SNOW | 8,660 | $1.9M | 2.03% |