Here’s Rowan Street Capital’s Investment Journey with The Trade Desk (TTD)

2 months ago 16

Soumya Eswaran

Tue, February 10, 2026 astatine 7:15 AM CST 3 min read

Rowan Street Capital, an concern absorption company, released its Q4 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Rowan Street generated coagulated results successful 2025 but underperformed the S&P 500 Index. The Composite returned +11.1% (net) successful 2025 compared to +17.9% for the Index. Rowan Street delivered a cumulative nett instrumentality of +252% implicit the past 3 years, compared to +78% for the Index during the aforesaid period. It is simply a concentrated strategy with a absorption connected semipermanent compounding. 2025 show was driven by Tesla, its caller presumption successful the year. Rowan Street invests successful the aforesaid acceptable of companies, allowing clip and compounding to physique growth. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Rowan Street Capital highlighted stocks specified arsenic The Trade Desk, Inc. (NASDAQ:TTD). Headquartered successful Ventura, California, The Trade Desk, Inc. (NASDAQ:TTD) is simply a exertion institution that offers a self-service cloud-based ad-buying platform. The one-month instrumentality of The Trade Desk, Inc. (NASDAQ:TTD) was -27.19%, and its shares mislaid 77.51% of their worth implicit the past 52 weeks. On February 9, 2026, The Trade Desk, Inc. (NASDAQ:TTD) banal closed astatine $27.04 per share, with a marketplace capitalization of $13.221 billion.

Rowan Street Capital stated the pursuing regarding The Trade Desk, Inc. (NASDAQ:TTD) successful its 4th fourth 2025 capitalist letter:

"We archetypal invested successful The Trade Desk, Inc. (NASDAQ:TTD) successful aboriginal 2020 due to the fact that we believed it was gathering captious infrastructure for the unfastened internet—an independent, asset-light, data-driven advertizing level with beardown web effects, increasing rapidly portion remaining solidly profitable. The concern executed good for galore years, and arsenic fundamentals compounded, the presumption grew organically from an archetypal value of astir 3% to implicit 12% of the portfolio astatine its peak.

The Trade Desk, Inc. (TTD)'s Got "A Really Good Product," Says Jim Cramer

The Trade Desk, Inc. (NASDAQ:TTD) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge money portfolios held The Trade Desk, Inc. (NASDAQ:TTD) astatine the extremity of the 3rd quarter, which was 60 successful the erstwhile quarter. While we admit the imaginable of The Trade Desk, Inc. (NASDAQ:TTD) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.