StockDriftsStockDriftsTop 9 In-Depth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 23.48% | 79.2K | $22.1M | +0.00%(+0) | $175.96(+72.10%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 17.01% | 31.0K | $16.0M | +0.00%(+0) | $345.95(+40.98%) | 2025-09-30 | |
| AMZN | AMAZON COM INC | 13.79% | 59.2K | $13.0M | +0.00%(+0) | $171.43(+35.63%) | 2025-09-30 | |
| META | META PLATFORMS INC | 12.94% | 16.6K | $12.2M | +0.00%(+0) | $265.08(+150.23%) | 2025-09-30 | |
| MELI | MERCADOLIBRE INC | 11.2% | 4.5K | $10.6M | +0.00%(+0) | $1297.77(+54.55%) | 2025-09-30 | |
| NVDA | NVIDIA CORPORATION | 8.54% | 43.2K | $8.1M | +0.00%(+0) | $121.70(+56.56%) | 2025-09-30 | |
| NU | NU HLDGS LTD | 5.38% | 316.7K | $5.1M | +0.00%(+0) | $13.29(+26.14%) | 2025-09-30 | |
| MA | MASTERCARD INCORPORATED | 4.62% | 7.7K | $4.4M | +0.00%(+0) | $369.03(+57.06%) | 2025-09-30 | |
| TTD | THE TRADE DESK INC | 3.04% | 58.6K | $2.9M | -43.28%(-44.70K) | $79.95(-52.08%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.64% | +98.32% | — | — | +98.32% |
| Top 20 Holdings Unweighted | +19.02% | +68.60% | — | — | +68.60% |
In-Depth Partners, Llc reports $94.27M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are TSM (23.5%), MSFT (17.0%) and AMZN (13.8%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +98.32% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from In-Depth Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908316). View In-Depth Partners, Llc’s 13F filings on SEC