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In-depth Partners, LLC

CIK:0001908316
Hedge Fund
$177M AUM
10 holdings
Miami, FL, US
Founded:2019
4 employees
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

In-depth Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 10 equity positions with a total 13F market value of $95M. The fund increased holdings in Nvidia Corporation, Taiwan Semiconductor MFG LTD, Microsoft Corp. among other positions. In-depth Partners, LLC reduced exposure to Alphabet Inc., Align Technology Inc., Idexx Labs Inc. among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$6.8M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+$5.7M
M
MSFTMICROSOFT CORP
+$2.2M
A
AMZNAMAZON COM INC
+$1.4M
M
METAMETA PLATFORMS INC
+$1.4M
Top Sells
G
GOOGLALPHABET INC
-$4.2M
A
ALGNALIGN TECHNOLOGY INC
-$1.9M
I
IDXXIDEXX LABS INC
-$1.5M
Z
ZTSZOETIS INC
-$1.4M
M
METAMETA PLATFORMS INC
+$1.4M

Top Holdings

T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+18.8%$17.9M
M
MSFTMICROSOFT CORP
+16.2%$15.4M
A
AMZNAMAZON COM INC
+13.6%$13.0M
M
METAMETA PLATFORMS INC
+12.9%$12.3M
M
MELIMERCADOLIBRE INC
+12.4%$11.8M

Equity Positions (10)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
TAIWAN SEMICONDUCTOR MFG LTD18.84%$17.9M79,237$181.17$226.49+$5.7M
MICROSOFT CORP16.17%$15.4M30,955$349.54$497.41+$2.2M
AMAZON COM INC13.64%$13.0M59,193$170.94$219.39+$1.4M
META PLATFORMS INC12.87%$12.3M16,611$283.51$738.09+$1.4M
MERCADOLIBRE INC12.40%$11.8M4,517$1308.95$2613.63+$1.1M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+32.0%
SERVICES-PREPACKAGED SOFTWARE
+17.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+16.0%
SERVICES-BUSINESS SERVICES, NEC
+15.8%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+13.8%