L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 18 Apr 2024
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 13 listed it in both
Shares listed
62,967,898
combined, among listed positions
Reported value
$5.5bn
combined, at the quarter end

Among the 93 comparable managers: 8 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing TTD in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
Baillie Gifford & Co38,515,441$3.4bn2.62%Trimmed-2,468,5761 May 2024 (the filing on sec.gov)
Invesco Ltd7,210,599$630m0.14%Added+674,94714 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.4,267,374$373m0.32%Added+1,236,58915 May 2024 (the filing on sec.gov)
Millennium Management LLC2,682,776$235m0.10%Trimmed-638,65615 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc2,279,299$199munder 0.1%Trimmed-4,366,26615 May 2024 (the filing on sec.gov)
ARK Investment Management LLC2,057,760$180m1.25%Trimmed-91,89418 Apr 2024 (the filing on sec.gov)
Jane Street Group LLC1,460,276$128munder 0.1%Trimmed-624,36516 May 2024 (the filing on sec.gov)
Steadfast Capital Management LP983,000$86m1.94%Added+431,60015 May 2024 (the filing on sec.gov)
Marshall Wace LLP870,814$76m0.12%Added+403,01815 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC839,069$73m0.27%Newnew15 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC563,124$49munder 0.1%Trimmed-76,37814 Nov 2024 (the filing on sec.gov)
Balyasny Asset Management LLC528,498$46m0.08%Newnew13 May 2024 (the filing on sec.gov)
AQR Capital Management LLC304,116$27munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Man Group PLC259,393$23m0.06%Trimmed-293,84315 May 2024 (the filing on sec.gov)
Tudor Investment Corp96,335$8.4m0.05%Trimmed-157,67015 May 2024 (the filing on sec.gov)
Quantbot Technologies LP27,792$2.4m0.14%Addedn.a.6 May 2024 (the filing on sec.gov)
Woodline Partners LP22,232$1.9munder 0.1%Trimmed-3,51315 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
15 in Q3 2024 to 8 in Q2 2026

Tracked managers listing it, at least.

01020302017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
TTD by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20163$3.4mn.a.n.a.
Q4 20162$16mn.a.n.a.
Q1 20173$206mn.a.n.a.
Q2 20174$160mn.a.n.a.
Q3 20174$166mn.a.n.a.
Q4 20175$360mn.a.n.a.
Q1 20184$419mn.a.n.a.
Q2 20188$705mn.a.n.a.
Q3 20188$771mn.a.n.a.
Q4 20185$345mn.a.n.a.
Q1 201913$1.3bnn.a.n.a.
Q2 201910$1.1bnn.a.n.a.
Q3 201911$913mn.a.n.a.
Q4 20199$1.4bnn.a.n.a.
Q1 202014$1.3bnn.a.n.a.
Q2 202011$2.5bnn.a.n.a.
Q3 202013$2.9bnn.a.n.a.
Q4 202017$4.0bnn.a.n.a.
Q1 202117$3.9bnn.a.n.a.
Q2 202113$4.8bnn.a.n.a.
Q3 20216$4.4bnn.a.n.a.
Q4 202112$6.8bnn.a.n.a.
Q1 202210$5.3bnn.a.n.a.
Q2 202216$3.4bnn.a.n.a.
Q3 202213$4.5bnn.a.n.a.
Q4 202213$3.4bnn.a.n.a.
Q1 20239$4.1bnn.a.n.a.
Q2 202315$5.5bnn.a.n.a.
Q3 202314$5.4bnn.a.n.a.
Q4 202316$4.9bn144
Q1 202417$5.5bn89
Q2 202416$5.9bn106
Q3 202415$6.9bn106
Q4 202421$7.3bn157
Q1 202515$2.6bn125
Q2 202518$3.1bn129
Q3 202513$2.3bn113
Q4 202516$2.1bn2312
Q1 202613$997m1917
Q2 20268$761m1614

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

TTD and GOOGL →TTD and META →TTD and SPCX →Choose a stock to compare with TTD →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own TTD, latest filings →Back to the 13F Explorer →