Here are Rowan Street Capital’s Updates on The Trade Desk (TTD)
Rowan Street Capital, an investment management company, has recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 2,055,616 | $100,745,741 | -6% | 1.96% |
| 2. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 4,800 | $235,248 | +53% | 0.11% |
| 3. | Bourgeon Capital John Zaro | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $45.81 | 17,500 | $801,675.00 | 106,570 | 2022-05-25 | Filing | |
| $48.06 | 20,000 | $961,154.00 | 80,000 | 2017-06-15 | Filing | |
| $35.50 | 8,000 | $284,000.00 | 8,000 | 2017-03-03 | Filing | |
| $43.38 | 20,000 | $867,664.00 | 60,000 | 2017-03-01 | Filing | |
| $25.99 | 40,000 | $1,039,600.00 | 40,000 | 2016-11-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $48.20 | 1,403 | $67,624.60 | 5,035 | 2025-09-10 | Filing | |
| $91.00 | 20,327 | $1,849,757.00 | 218,246 | 2025-08-07 | Filing | |
| $91.30 | 15,530 | $1,417,889.00 | 238,573 | 2025-08-07 | Filing | |
| $91.30 | 10,313 | $941,576.90 | 238,573 | 2025-08-07 | Filing | |
| $91.30 | 5,120 | $467,456.00 | 238,573 | 2025-08-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 327,232 | $16,037,641 | 0.02% | |
| 2. | 317,806 | $15,575,670 | 0.26% | |
| 3. | 282,695 | $13,854,882 | 0.01% | |
| 4. | 254,945 | $12,494,854 | 0.02% | |
| 5. | 249,970 | $12,251,030 | 0.03% |