TTD (THE TRADE DESK INC) is held by 1 tracked superinvestors with an aggregate position value of $31M based on the most recent SEC 13F filings. Top institutional holders include: Philippe Laffont.

How much TTD do superinvestors hold in aggregate?

Across 1 tracked managers, superinvestors collectively report $31M in TTD positions worth 1,387,089 shares.

What is the largest holder of TTD?

The largest tracked holder of TTD is Philippe Laffont (Coatue Management) with 1,387,089 shares worth $31M, representing 0.11% of their portfolio.

← Top Holdings

TTDTHE TRADE DESK INC

CUSIP: 88339J105

Guru Owners

$31.5M

Total Value Held

1.4M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Philippe Laffont	Coatue Management	1387089	$31.5M	0.11%	$22.69	Q1 2026

Philippe Laffont

$31.5M

0.11%

📊 Fundamentals

Market Cap$9.0B

P/E Ratio21.8x

Near market avg

Forward P/E8.9x

P/FCF15.8x

EPS (TTM)$0.88

Revenue (TTM)$3.0B

Profit Margin14.57%

Beta1.04

52-Week Range

$16.98

$91.45

Current: $19.18

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 21.8x trailing earnings → 8.9x forward · 14.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '261 owners · $31.5M

NEWPhilippe Laffont$31.5M

SOLDRay Dalio

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

SOLDMairs & Power

Q4 '242 owners · $1.7M

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

10%analyst est. 9.6%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

19.2%current: 19.2%

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