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
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| 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 | +35.37% | +20.48% | 3,759,901.0 | 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 | +52.83% | +22.59% | 1,246,476.4 | Semiconductors | |
AMZN | Amazon.com Inc | 60,747 | 11,557.7 | +16.18% | 13.260 | +1.85% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
META | Meta Platforms Inc | 18,877 | 10,880.0 | -0.88% | 12.490 | -0.10% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
MELI | MercadoLibre Inc | 5,513 | 10,755.1 | -6.58% | 12.340 | -0.70% | 0.010 | +11.89% | +40.81% | 121,391.3 | Retail - Cyclical | |
TTD | The Trade Desk Inc | 125,957 | 6,892.4 | +38.99% | 7.910 | +2.22% | 0.030 | +68.99% | -27.99% | 41,590.5 | Media - Diversified | |
NU | Nu Holdings Ltd | 502,843 | 5,149.1 | +18.81% | 5.910 | +0.94% | 0.010 | +12.79% | +25.10% | 62,524.3 | Banks | |
MA | Mastercard Inc | 9,362 | 5,131.5 | +3.73% | 5.890 | +0.21% | 0.000 | +6.20% | +7.22% | 510,423.9 | Credit Services | |
GOOGL | Alphabet Inc | 26,948 | 4,167.2 | -28.56% | 4.780 | -2.16% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
SNOW | Snowflake Inc | 15,857 | 2,317.7 | +3.73% | 2.660 | +0.10% | 0.000 | +44.22% | +37.66% | 70,922.3 | Software |
In-Depth Partners, LLC's Historical Top Holdings Breakdowns
In-Depth Partners, LLC's Top Stock Picks
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| 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 | $240.33 | 23.66% | 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 | $84.63 | -6.46% | Add 38.99% | 125,957 | 35,334 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -2.16% | 154.33 ($181.36) 206.38 | $190.23 | 4.89% | Reduce -28.56% | 26,948 | -10,771 | |
IDXX | IDEXX Laboratories Inc | 2025-03-31 | Reduce Reduce | -2.06% | 406.29 ($434.21) 469.04 | $540.68 | 24.52% | Reduce -57.45% | 3,488 | -4,710 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +1.96% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Add 14.86% | 35,169 | 4,550 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +1.85% | 190.26 ($217) 242.06 | $228.29 | 5.20% | Add 16.18% | 60,747 | 8,460 | |
ZTS | Zoetis Inc | 2025-03-31 | Reduce Reduce | -1.65% | 156.48 ($166.29) 175.67 | $153.45 | -7.72% | Reduce -52.51% | 8,678 | -9,596 | |
NU | Nu Holdings Ltd | 2025-03-31 | Add Add | +0.94% | 10.12 ($11.82) 13.95 | $12.96 | 9.64% | Add 18.81% | 502,843 | 79,625 | |
MELI | MercadoLibre Inc | 2025-03-31 | Reduce Reduce | -0.70% | 1739 ($1984.94) 2260 | $2,394.43 | 20.63% | Reduce -6.58% | 5,513 | -388 | |
MA | Mastercard Inc | 2025-03-31 | Add Add | +0.21% | 504.67 ($544.39) 576.31 | $562.09 | 3.25% | Add 3.73% | 9,362 | 337 |
In-Depth Partners, LLC Total Holding History ($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
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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
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In-Depth Partners, LLC's Holdings Bubble Chart
In-Depth Partners, LLC News
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