EFG Asset Management’s Trade Desk TTD Stock Holding History

EFG Asset 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
2025 Q3	$2.21M	Buy	45,041 +2,347	+5%	+$149K	0.29%	139
2025 Q2	$3.07M	Buy	42,694 +2,493	+6%	+$159K	0.43%	103
2025 Q1	$2.2M	Buy	40,201 +3,901	+11%	+$353K	0.37%	119
2024 Q4	$4.27M	Sell	36,300 -7,859	-18%	-$972K	0.58%	53
2024 Q3	$4.84M	Sell	44,159 -1,482	-3%	-$148K	0.81%	21
2024 Q2	$4.46M	Sell	45,641 -1,091	-2%	-$98.4K	0.77%	28
2024 Q1	$4.08M	Sell	46,732 -10,919	-19%	-$827K	0.71%	38
2023 Q4	$4.15M	Sell	57,651 -20,626	-26%	-$1.52M	0.79%	34
2023 Q3	$6.12M	Sell	78,277 -9,773	-11%	-$790K	1.45%	5
2023 Q2	$6.8M	Sell	88,050 -6,393	-7%	-$433K	1.46%	7
2023 Q1	$5.75M	Sell	94,443 -9,309	-9%	-$495K	1.27%	13
2022 Q4	$4.7M	Buy	103,752 +869	+0.8%	+$44.1K	1.06%	23
2022 Q3	$6.14M	Buy	102,883 +4,564	+5%	+$260K	1.42%	10
2022 Q2	$4.12M	Sell	98,319 -7,341	-7%	-$402K	0.87%	36
2022 Q1	$7.32M	Buy	105,660 +1,096	+1%	+$79.2K	1.1%	29
2021 Q4	$9.58M	Buy	+104,564	New	+$9.16M	1.25%	26

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EFG Asset Management's TTD Position: Q3 2025 in Review

EFG Asset Management increased its Trade Desk (TTD) stake by 5.5% in Q3 2025, buying an estimated $149K and bringing the position to 45,041 shares worth $2.21M. The position accounts for 0.29% of the portfolio, ranked #139.

EFG Asset Management first reported a position in TTD in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.58M in Q4 2021. 962 funds tracked by Wall St. Rank hold TTD as of Q3 2025.

EFG Asset Management held 45,041 shares of Trade Desk worth $2.21M as of Q3 2025.
EFG Asset Management bought 2,347 Trade Desk shares in Q3 2025, an estimated $149K.
Trade Desk made up 0.29% of EFG Asset Management's portfolio in Q3 2025, its #139 holding.
EFG Asset Management first reported a position in Trade Desk in Q4 2021 and has held it in 16 quarters since.
EFG Asset Management's Trade Desk position peaked at $9.58M in Q4 2021.
962 funds tracked by Wall St. Rank held Trade Desk as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.