In-Depth Partners, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
In-Depth Partners, LLC disclosed 13 US equity positions worth $94.4m in its Q4 2024 13F filing. The largest position was MSFT at 13.7% of the reported book, followed by AMZN and META. Against the Q3 2024 filing, it opened 0 new positions, added to 5 and reduced 3 among the top 13 holdings.
What did In-Depth Partners, LLC own in Q4 2024? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | Technology | 13.7% | $12.9m | 30,619 | 25% | added |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 12.2% | $11.5m | 52,287 | 30% | added |
| 3 | META META PLATFORMS INC | Communication Services | 11.8% | $11.2m | 19,045 | 0% | held |
| 4 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 11.3% | $10.7m | 54,210 | 62% | added |
| 5 | TTD THE TRADE DESK INC | Communication Services | 11.3% | $10.7m | 90,623 | -11% | reduced |
| 6 | MELI MERCADOLIBRE INC | Consumer Cyclical | 10.6% | $10.0m | 5,901 | 0% | held |
| 7 | GOOGL ALPHABET INC | Communication Services | 7.6% | $7.1m | 37,719 | -31% | reduced |
| 8 | MA MASTERCARD INCORPORATED | Financial Services | 5.0% | $4.8m | 9,025 | 4% | added |
| 9 | NU NU HLDGS LTD | Financial Services | 4.6% | $4.4m | 423,218 | 23% | added |
| 10 | IDXX IDEXX LABS INC | Healthcare | 3.6% | $3.4m | 8,198 | 0% | held |
| 11 | ZTS ZOETIS INC | Healthcare | 3.2% | $3.0m | 18,274 | -46% | reduced |
| 12 | ALGN ALIGN TECHNOLOGY INC | Healthcare | 2.6% | $2.5m | 11,779 | 0% | held |
| 13 | SNOW SNOWFLAKE INC | Technology | 2.5% | $2.4m | 15,287 | 0% | held |
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.