In-depth Partners, LLC
In-Depth Partners, LLC is a hedge fund and registered investment adviser based in Miami, Florida, United States. The firm was founded in 2019 by Daniel Arruda and focuses on long-only global public equities. With an employee count estimated under 10, In-Depth Partners manages assets for institutional and high-net-worth clients, specializing in investing in high-quality companies poised for sustainable earnings and long-term returns.
Investment Strategy
In-Depth Partners employs a long-only global public equities strategy, seeking to identify and invest in high-quality companies with the potential to generate sustainable earnings growth and long-term excess returns. The firm conducts deep fundamental research, emphasizing holdings in companies it believes are best-positioned for enduring performance, with a significant portfolio concentration in its top positions.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 18.84% | $17.9M | 79,237 | $181.17 | $226.49 | +$5.7M |
M MSFT | MICROSOFT CORP | 16.17% | $15.4M | 30,955 | $349.54 | $497.41 | +$2.2M |
A AMZN | AMAZON COM INC | 13.64% | $13.0M | 59,193 | $170.94 | $219.39 | +$1.4M |
M META | META PLATFORMS INC | 12.87% | $12.3M | 16,611 | $283.51 | $738.09 | +$1.4M |
M MELI | MERCADOLIBRE INC | 12.40% | $11.8M | 4,517 | $1308.95 | $2613.63 | +$1.1M |