7 hedge funds and family offices disclose a TTD position in their latest SEC 13F filing — combined $330.1M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 2,674,320 | $192.5M | 0.56% | 2025-06-30 |
| 2 | Cathie Wood | ARK Investment Management LLC | 2,927,539 | $111.1M | 0.74% | 2025-12-31 |
| 3 | Pat Dorsey | Dorsey Asset Management, LLC | 74,957 | $17.1M | 3.82% | 2019-06-30 |
| 4 | Ray Dalio | Bridgewater Associates LP | 157,968 | $6.0M | 0.02% | 2025-12-31 |
| 5 | Polen Capital | Polen Capital Management LLC | 35,478 | $2.8M | 0.01% | 2023-09-30 |
| 6 | Mairs & Power | Mairs & Power Inc | 2,782 | $327K | 0.00% | 2024-12-31 |
| 7 | Chuck Akre | Akre Capital Management, LLC | 445 | $290K | 0.00% | 2021-03-31 |
As of the latest 13F window, 7 tracked superinvestors hold TTD. The largest disclosed position is Viking Global at $192.5M (0.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying TTD, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
