Form 13-F position report

THE TRADE DESK INC COM CL A

Reported by Bayesian Capital Management LP

Company profile Manager portfolio Source filing
TTD CUSIP 88339J105 Manager CIK 0001632551
Latest reported change

Reported 88,200 shares, up 42,000 (90.9%) from the prior quarter.

Reported value 159.4%; share count 90.9% vs. the prior quarter.

Added
% of reported 13F value 0.66% This manager · Q1 2023
Shares 88,200 Quarter-end amount reported
Reported value $5,372,262 Fair value at quarter end
Consecutive quarters held 4 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

17 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 23,400 +1,800 (8.3%) 0.27% $423,072 2026-08-14
Q1 2026 Reduced 21,600 -1,400 (-6.1%) 0.6% $490,104 2026-05-15
Q4 2025 New 23,000 +23,000 (0.0%) 2.0% $873,080 2026-02-17
Q3 2025 Reduced 0 -8,212 (-100.0%) 0 $0 2025-11-14
Q2 2025 Reduced 8,212 -3,000 (-26.8%) 0.09% $591,182 2025-08-14
Q1 2025 New 11,212 +11,212 (0.0%) 0.1% $613,521 2025-05-15
Q4 2024 Reduced 0 -21,912 (-100.0%) 0 $0 2025-02-14
Q3 2024 New 21,912 +21,912 (0.0%) 0.28% $2,402,651 2024-11-14
Q2 2024 Reduced 0 -80,712 (-100.0%) 0 $0 2024-08-14
Q1 2024 Added 80,712 +70,400 (682.7%) 0.67% $7,055,843 2024-05-15
Q4 2023 New 10,312 +10,312 (0.0%) 0.08% $742,052 2024-02-14
Q3 2023 Reduced 0 -26,900 (-100.0%) 0 $0 2023-11-14
Q2 2023 Reduced 26,900 -61,300 (-69.5%) 0.22% $2,077,218 2023-08-14
Q1 2023 Added 88,200 +42,000 (90.9%) 0.66% $5,372,262 2023-05-15
Q4 2022 Added 46,200 +34,100 (281.8%) 0.3% $2,071,146 2023-02-14
Q3 2022 Reduced 12,100 -36,600 (-75.2%) 0.15% $723,000 2022-11-14
Q2 2022 New 48,700 +48,700 (0.0%) 0.38% $2,040,000 2022-08-15
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Institutional context

Who else reported the position

853 managers reported THE TRADE DESK INC COM CL A for Q1 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BAILLIE GIFFORD & CO Reduced 45,831,137 -1,344,289 2.52% $2,791,574,555 19 qtrs
VANGUARD GROUP INC Added 41,173,221 +481,323 0.06% $2,507,860,892 27 qtrs
MORGAN STANLEY Added 35,319,575 +395,706 0.23% $2,151,315,435 27 qtrs
BlackRock Inc Added 21,767,862 +452,667 0.04% $1,325,880,477 26 qtrs
JPMorgan Chase & Co Added 19,593,717 +7,471,935 0.15% $1,193,452,775 27 qtrs
T Rowe Price Investment Management Inc Added 14,467,007 +1,099,288 0.63% $881,186,000 3 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 13,083,594 -1,363,416 0.12% $796,923,000 22 qtrs
STATE STREET CORPORATION Added 8,940,680 +207,354 0.03% $544,572,681 26 qtrs
JENNISON ASSOCIATES LLC Reduced 7,698,070 -4,489,127 0.43% $468,889,444 20 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 6,245,617 +197,919 0.05% $379,863,542 26 qtrs
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Filing details and methodology As reported
Report period
March 31, 2023
Filed
May 15, 2023
Filing type
13F-HR
Position type
COM CL A

Voting authority reported

Sole
88,200
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.