In-Depth Partners, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2025-09-30, active share 73.7%; sector active share 45.9% against the combined 13F book's sector weights.
Over time 16 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
9 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Portfolio Trend
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 49.0% | $46,215,476 |
| Consumer Cyclical | 25.0% | $23,552,964 |
| Communication Services | 16.0% | $15,069,154 |
| Financial Services | 10.0% | $9,429,742 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TTD | Trade Desk, Inc. | −44,698 | 58,567 | $2,870,368 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SNOW | Snowflake Inc. | 8,660 | $1,937,848 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 79,237 | $22,130,101 | 23.48% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 30,955 | $16,033,142 | 17.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 59,193 | $12,997,007 | 13.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 16,611 | $12,198,786 | 12.94% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Held | 4,517 | $10,555,957 | 11.20% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 43,157 | $8,052,233 | 8.54% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Held | 316,701 | $5,070,383 | 5.38% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 7,664 | $4,359,359 | 4.62% | |
| TTD |
Trade Desk, Inc.
Communication Services
|
Reduced | 58,567 | $2,870,368 | 3.04% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.