In-Depth Partners, LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
In-Depth Partners, LLC disclosed 14 US equity positions worth $96.3m in its Q3 2024 13F filing. The largest position was MELI at 12.6% of the reported book, followed by TTD and META.
What did In-Depth Partners, LLC own in Q3 2024? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MELI MERCADOLIBRE INC | Consumer Cyclical | 12.6% | $12.1m | 5,901 | – | |
| 2 | TTD THE TRADE DESK INC | Communication Services | 11.5% | $11.1m | 101,319 | – | |
| 3 | META META PLATFORMS INC | Communication Services | 11.3% | $10.9m | 19,045 | – | |
| 4 | MSFT MICROSOFT CORP | Technology | 10.9% | $10.5m | 24,414 | – | |
| 5 | GOOGL ALPHABET INC | Communication Services | 9.4% | $9.1m | 54,774 | – | |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 7.8% | $7.5m | 40,262 | – | |
| 7 | ZTS ZOETIS INC | Healthcare | 6.8% | $6.6m | 33,728 | – | |
| 8 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 6.0% | $5.8m | 33,387 | – | |
| 9 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 5.0% | $4.8m | 7,771 | – | |
| 10 | NU NU HLDGS LTD | Financial Services | 4.9% | $4.7m | 344,582 | – | |
| 11 | MA MASTERCARD INCORPORATED | Financial Services | 4.5% | $4.3m | 8,718 | – | |
| 12 | IDXX IDEXX LABS INC | Healthcare | 4.3% | $4.1m | 8,198 | – | |
| 13 | ALGN ALIGN TECHNOLOGY INC | Healthcare | 3.1% | $3.0m | 11,779 | – | |
| 14 | SNOW SNOWFLAKE INC | Technology | 1.8% | $1.8m | 15,287 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.