Latest In-Depth Partners, LLC Stock Portfolio
$127Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About In-Depth Partners, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, In-Depth Partners, LLC reported an equity portfolio of $127.3 Millions as of 31 Mar, 2024.
The top stock holdings of In-Depth Partners, LLC are MSFT, META, MELI. The fund has invested 11.5% of it's portfolio in MICROSOFT CORP and 11% of portfolio in META PLATFORMS INC.
They significantly reduced their stock positions in ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), META PLATFORMS INC (META) and ALIGN TECHNOLOGY INC (ALGN).
The top stock holdings of In-Depth Partners, LLC are MSFT, META, MELI. The fund has invested 11.5% of it's portfolio in MICROSOFT CORP and 11% of portfolio in META PLATFORMS INC.
They significantly reduced their stock positions in ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), META PLATFORMS INC (META) and ALIGN TECHNOLOGY INC (ALGN).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| AMAZON COM INC | 14.74 |
| META PLATFORMS INC | 2.78 |
| ALIGN TECHNOLOGY INC | 2.77 |
| IDEXX LABS INC | 2.76 |
| MERCADOLIBRE INC | 2.76 |
| MICROSOFT CORP | 2.76 |
| SNOWFLAKE INC | 2.76 |
| THERMO FISHER SCIENTIFIC INC | 2.76 |
Additions to existing portfolio by In-Depth Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ALPHABET INC | -4.96 |
In-Depth Partners, LLC reduced stake in above stock
Sold off
Current Stock Holdings of In-Depth Partners, LLC
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ALGN | ALIGN TECHNOLOGY INC | 4.44 | 17,238 | 5,652,680 | ADDED | 2.77 | |
| AMZN | AMAZON COM INC | 7.97 | 56,299 | 10,155,200 | ADDED | 14.74 | |
| GOOG | ALPHABET INC | 9.31 | 78,522 | 11,851,300 | REDUCED | -4.96 | |
| IDXX | IDEXX LABS INC | 6.47 | 15,254 | 8,236,090 | ADDED | 2.76 | |
| MA | MASTERCARD INCORPORATED | 10.16 | 26,855 | 12,932,600 | ADDED | 2.75 | |
| MELI | MERCADOLIBRE INC | 10.57 | 8,905 | 13,464,000 | ADDED | 2.76 | |
| META | META PLATFORMS INC | 11.00 | 28,841 | 14,004,600 | ADDED | 2.78 | |
| MSFT | MICROSOFT CORP | 11.52 | 34,868 | 14,669,700 | ADDED | 2.76 | |
| SNOW | SNOWFLAKE INC | 2.84 | 22,376 | 3,615,960 | ADDED | 2.76 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 6.05 | 13,262 | 7,708,010 | ADDED | 2.76 | |
| TTD | THE TRADE DESK INC | 10.41 | 151,630 | 13,255,500 | ADDED | 2.75 | |
| ZTS | ZOETIS INC | 9.26 | 69,688 | 11,791,900 | ADDED | 2.75 |