ID
| |
In-Depth Partners, LLC13F | |
| In-Depth Partners, LLC | |
| Last update 2025-05-15 | 13 Stocks (0 new) |
| Value $87.00 Mil | Turnover 11 % |
In-Depth Partners, LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 35,169 | 13,202.1 | +14.86% | 15.150 | +1.96% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 73,757 | 12,243.7 | +36.06% | 14.050 | +3.72% | 0.000 | +55.50% | +19.67% | 1,216,757.6 | Semiconductors | |
AMZN | Amazon.com Inc | 60,747 | 11,557.7 | +16.18% | 13.260 | +1.85% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
META | Meta Platforms Inc | 18,877 | 10,880.0 | -0.88% | 12.490 | -0.10% | 0.000 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media | |
MELI | MercadoLibre Inc | 5,513 | 10,755.1 | -6.58% | 12.340 | -0.70% | 0.010 | +12.05% | +40.24% | 120,899.0 | Retail - Cyclical | |
TTD | The Trade Desk Inc | 125,957 | 6,892.4 | +38.99% | 7.910 | +2.22% | 0.030 | +67.84% | -30.51% | 40,135.8 | Media - Diversified | |
NU | Nu Holdings Ltd | 502,843 | 5,149.1 | +18.81% | 5.910 | +0.94% | 0.010 | +14.30% | +23.46% | 61,704.2 | Banks | |
MA | Mastercard Inc | 9,362 | 5,131.5 | +3.73% | 5.890 | +0.21% | 0.000 | +6.10% | +6.58% | 507,400.0 | Credit Services | |
GOOGL | Alphabet Inc | 26,948 | 4,167.2 | -28.56% | 4.780 | -2.16% | 0.000 | +26.47% | +1.32% | 2,326,066.7 | Interactive Media | |
SNOW | Snowflake Inc | 15,857 | 2,317.7 | +3.73% | 2.660 | +0.10% | 0.000 | +51.36% | +37.46% | 70,818.9 | Software |
In-Depth Partners, LLC's Historical Top Holdings Breakdowns
In-Depth Partners, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | Add Add | +3.72% | 165.25 ($194.34) 224.62 | $234.60 | 20.72% | Add 36.06% | 73,757 | 19,547 | |
TTD | The Trade Desk Inc | 2025-03-31 | Add Add | +2.22% | 53.59 ($90.47) 126.58 | $81.67 | -9.73% | Add 38.99% | 125,957 | 35,334 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -2.16% | 154.33 ($181.36) 206.38 | $191.34 | 5.50% | Reduce -28.56% | 26,948 | -10,771 | |
IDXX | IDEXX Laboratories Inc | 2025-03-31 | Reduce Reduce | -2.06% | 406.29 ($434.21) 469.04 | $532.00 | 22.52% | Reduce -57.45% | 3,488 | -4,710 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +1.96% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Add 14.86% | 35,169 | 4,550 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +1.85% | 190.26 ($217) 242.06 | $227.47 | 4.82% | Add 16.18% | 60,747 | 8,460 | |
ZTS | Zoetis Inc | 2025-03-31 | Reduce Reduce | -1.65% | 156.48 ($166.29) 175.67 | $151.19 | -9.08% | Reduce -52.51% | 8,678 | -9,596 | |
NU | Nu Holdings Ltd | 2025-03-31 | Add Add | +0.94% | 10.12 ($11.82) 13.95 | $12.79 | 8.21% | Add 18.81% | 502,843 | 79,625 | |
MELI | MercadoLibre Inc | 2025-03-31 | Reduce Reduce | -0.70% | 1739 ($1984.94) 2260 | $2,384.72 | 20.14% | Reduce -6.58% | 5,513 | -388 | |
MA | Mastercard Inc | 2025-03-31 | Add Add | +0.21% | 504.67 ($544.39) 576.31 | $558.76 | 2.64% | Add 3.73% | 9,362 | 337 |
In-Depth Partners, LLC Total Holding History ($B)
In-Depth Partners, LLC's Asset Allocation
In-Depth Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
In-Depth Partners, LLC's Hypothetical Growth since 2025-03-31
In-Depth Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
In-Depth Partners, LLC's Holdings Heat Map
Size field:
In-Depth Partners, LLC's Holdings Bubble Chart
In-Depth Partners, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers