Semanteon Capital Management’s Trade Desk TTD Stock Holding History

Semanteon 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 Q2	$230K	Buy	+12,748	New	+$271K	1.04%	54
2025 Q4	–	Sell	-11,368	Closed	-$557K	–	161
2025 Q3	$557K	Buy	+11,368	New	+$721K	0.7%	88
2025 Q1	–	Sell	-7,522	Closed	-$884K	–	362
2024 Q4	$884K	Buy	7,522 +306	+4%	+$37.9K	0.47%	96
2024 Q3	$791K	Sell	7,216 -5,395	-43%	-$538K	0.54%	95
2024 Q2	$1.23M	Sell	12,611 -2,541	-17%	-$229K	0.87%	3
2024 Q1	$1.32M	Buy	+15,152	New	+$1.15M	0.85%	12

Other funds holding TTD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Semanteon Capital Management's TTD Position: Q2 2026 in Review

Semanteon Capital Management opened a new position in Trade Desk (TTD) in Q2 2026: 12,748 shares worth $230K. The stake represents 1.04% of the portfolio and ranks #54 among its holdings. This is a return to the name: Semanteon Capital Management previously reported a position in TTD as recently as Q3 2025.

Semanteon Capital Management first reported a position in TTD in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q1 2024. 684 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

Semanteon Capital Management held 12,748 shares of Trade Desk worth $230K as of Q2 2026.
Trade Desk was a new Semanteon Capital Management position in Q2 2026.
Trade Desk made up 1.04% of Semanteon Capital Management's portfolio in Q2 2026, its #54 holding.
Semanteon Capital Management first reported a position in Trade Desk in Q1 2024 and has held it in 6 quarters since.
Semanteon Capital Management's Trade Desk position peaked at $1.32M in Q1 2024.
684 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Semanteon Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.