In-Depth Partners, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
In-Depth Partners, LLC disclosed 10 US equity positions worth $95.2m in its Q2 2025 13F filing. The largest position was TSM at 18.8% of the reported book, followed by MSFT and AMZN. Against the Q1 2025 filing, it opened 1 new position, added to 1 and reduced 8 among the top 10 holdings.
What did In-Depth Partners, LLC own in Q2 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 18.8% | $17.9m | 79,237 | 7% | added |
| 2 | MSFT MICROSOFT CORP | Technology | 16.2% | $15.4m | 30,955 | -12% | reduced |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 13.6% | $13.0m | 59,193 | -3% | reduced |
| 4 | META META PLATFORMS INC | Communication Services | 12.9% | $12.3m | 16,611 | -12% | reduced |
| 5 | MELI MERCADOLIBRE INC | Consumer Cyclical | 12.4% | $11.8m | 4,517 | -18% | reduced |
| 6 | TTD THE TRADE DESK INC | Communication Services | 7.8% | $7.4m | 103,265 | -18% | reduced |
| 7 | NVDA NVIDIA CORPORATION | Technology | 7.2% | $6.8m | 43,157 | – | new |
| 8 | NU NU HLDGS LTD | Financial Services | 4.6% | $4.3m | 316,701 | -37% | reduced |
| 9 | MA MASTERCARD INCORPORATED | Financial Services | 4.5% | $4.3m | 7,664 | -18% | reduced |
| 10 | SNOW SNOWFLAKE INC | Technology | 2.0% | $1.9m | 8,660 | -45% | reduced |
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.