Picton Mahoney Asset Management’s Trade Desk TTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-25,744	Closed	-$977K	–	1426
2025 Q4	$977K	Buy	+25,744	New	+$1.14M	0.01%	555
2025 Q3	–	Sell	-118,786	Closed	-$8.55M	–	1220
2025 Q2	$8.55M	Buy	+118,786	New	+$7.58M	0.12%	207
2025 Q1	–	Sell	-109,581	Closed	-$9.91M	–	1042
2024 Q4	$12.9M	Sell	109,581 -28,822	-21%	-$3.57M	0.49%	96
2024 Q3	$15.2M	Buy	138,403 +13,915	+11%	+$1.39M	0.59%	62
2024 Q2	$12.2M	Buy	124,488 +6,042	+5%	+$545K	0.52%	74
2024 Q1	$10.4M	Buy	118,446 +56,713	+92%	+$4.3M	0.44%	88
2023 Q4	$4.44M	Sell	61,733 -64,008	-51%	-$4.7M	0.21%	138
2023 Q3	$9.83M	Sell	125,741 -3,874	-3%	-$313K	0.45%	89
2023 Q2	$10M	Buy	129,615 +128,315	+9,870%	+$8.68M	0.49%	79
2023 Q1	$80K	Buy	+1,300	New	+$69.2K	﹤0.01%	377