DCM
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Davis Capital Management’s Trade Desk TTD Stock Holding History

Davis Capital Management’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$329 Buy
+27
New +$424 ﹤0.01% 728
2026
Q1 		– Sell
-7
Closed -$266 – 641
2025
Q4 		$266 Buy
+7
New +$310 ﹤0.01% 516

Other funds holding TTD

AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Davis Capital Management's TTD Position: Q3 2026 in Review

Davis Capital Management opened a new position in Trade Desk (TTD) in Q3 2026: 27 shares worth $329. The stake represents ﹤0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: Davis Capital Management previously reported a position in TTD as recently as Q4 2025.

Davis Capital Management first reported a position in TTD in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold TTD as of Q3 2026.

  • Davis Capital Management held 27 shares of Trade Desk worth $329 as of Q3 2026.
  • Trade Desk was a new Davis Capital Management position in Q3 2026.
  • Trade Desk made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #728 holding.
  • Davis Capital Management first reported a position in Trade Desk in Q4 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Trade Desk as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.