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Added to YB: 2026-02-16

Pitch date: 2026-02-05

TTD [neutral]

The Trade Desk, Inc.

-4.14%

current return

Author Info

No bio for this author

Company Info

The Trade Desk, Inc. operates as a technology company in the United States and internationally. The company offers a self-service cloud-based ad-buying platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns across various ad formats and channels, including video, display, audio, digital-out-of-home, native, and social on various devices, such as computers, mobile devices, televisions, and streaming devices.

Market Cap

$12.2B

Pitch Price

$26.33

Price Target

N/A

Dividend

N/A

EV/EBITDA

15.70

P/E

28.69

EV/Sales

3.99

Sector

Media

Category

growth

Show full summary:
Rowan Street Capital Portfolio Holding: The Trade Desk, Inc.

TTD (holding update): Grew from 3% to 12% of portfolio through strong execution, then dropped 30%+ post-Q4 2024 miss. Despite pullback, still up 10%+ annualized since inception. Moderated conviction due to mgmt lacking clarity & accountability under pressure. Position naturally reduced to original weight. Remains quality biz but needs proof of execution improvement to restore conviction.

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