In-Depth Partners, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · this is the latest filing on record
In-Depth Partners, LLC disclosed 9 US equity positions worth $94.3m in its Q3 2025 13F filing. The largest position was TSM at 23.5% of the reported book, followed by MSFT and AMZN. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 9 holdings.
What did In-Depth Partners, LLC own in Q3 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 23.5% | $22.1m | 79,237 | 0% | held |
| 2 | MSFT MICROSOFT CORP | Technology | 17.0% | $16.0m | 30,955 | 0% | held |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 13.8% | $13.0m | 59,193 | 0% | held |
| 4 | META META PLATFORMS INC | Communication Services | 12.9% | $12.2m | 16,611 | 0% | held |
| 5 | MELI MERCADOLIBRE INC | Consumer Cyclical | 11.2% | $10.6m | 4,517 | 0% | held |
| 6 | NVDA NVIDIA CORPORATION | Technology | 8.5% | $8.1m | 43,157 | 0% | held |
| 7 | NU NU HLDGS LTD | Financial Services | 5.4% | $5.1m | 316,701 | 0% | held |
| 8 | MA MASTERCARD INCORPORATED | Financial Services | 4.6% | $4.4m | 7,664 | 0% | held |
| 9 | TTD THE TRADE DESK INC | Communication Services | 3.0% | $2.9m | 58,567 | -43% | 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.