← Top Holdings

TTDTHE TRADE DESK INC

CUSIP: 88339J105

1

Guru Owners

$6.0M

Total Value Held

157,968

Total Shares

$6.0M
0.02%

📊 Fundamentals

Market Cap$13.9B
P/E Ratio32.5x
Above market avg
Forward P/E12.3x
P/FCF23.2x
EPS (TTM)$0.90
Revenue (TTM)$2.9B
Profit Margin15.31%
Beta1.19

52-Week Range

$21.08
$91.45

Current: $29.28

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 32.5x trailing earnings → 12.3x forward · 15.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$66.1M$132.2M$198.3M$264.4MQ4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners · $6.0M
NEWRay Dalio$6.0M
SOLDPhilippe Laffont
Q3 '251 owners · $68.0M
REDUCEDPhilippe Laffont$68.0M
SOLDAndreas Halvorsen
Q2 '252 owners · $264.4M
NEWAndreas Halvorsen$192.5M
NEWPhilippe Laffont$71.9M
SOLDRay Dalio
Q1 '251 owners · $662K

No changes

Q4 '241 owners · $1.4M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
12%analyst est. 12.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
20.8%current: 20.8%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

TTD: Held by 1 superinvestors · 23 congress member trades

BUYGil CisnerosD
$1,001 - $15,0002026-01-09
SELLByron DonaldsR
$1,001 - $15,0002026-01-08
BUYByron DonaldsR
$1,001 - $15,0002025-10-09
SELLRo KhannaD
$1,001 - $15,0002025-08-26
SELLLisa McClainR
$1,001 - $15,0002025-08-13
BUYRo KhannaD
$1,001 - $15,0002025-08-04
BUYRo KhannaD
$1,001 - $15,0002025-07-25
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
BUYRob BresnahanR
$1,001 - $15,0002025-05-09
BUYJefferson ShreveR
$15,001 - $50,0002025-05-08
SELLJefferson ShreveR
$15,001 - $50,0002025-04-07
BUYTony WiedR
$15,001 - $50,0002025-04-04
BUYTony WiedR
$15,001 - $50,0002025-03-31
BUYJefferson ShreveR
$15,001 - $50,0002025-03-31
BUYLisa McClainR
$1,001 - $15,0002025-03-28
BUYByron DonaldsR
$1,001 - $15,0002025-03-06
BUYRob BresnahanR
$1,001 - $15,0002025-02-26
SELLJefferson ShreveR
$1,001 - $15,0002025-02-24
SELLLisa McClainR
$1,001 - $15,0002025-02-21
SELLRob BresnahanR
$1,001 - $15,0002025-02-10