Lifestyle Asset Management, Inc. TTD — THE TRADE DESK INC

Ownership history in Lifestyle Asset Management, Inc.  ·  6 quarters on record

AI Ownership Summary

Lifestyle Asset Management, Inc. reported THE TRADE DESK INC (TTD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2025 Q2. The latest visible filing shows TTD at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TTD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lifestyle Asset Management, Inc.'s position in THE TRADE DESK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TTD was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TTD stock page Lifestyle Asset Management, Inc. fund profile Lifestyle Asset Management, Inc. full holdings
How Lifestyle Asset Management, Inc. held TTD — position size vs. price
% of Fund (quarterly)    TTD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 12,729 +4,986 +64.4% 0.09% $289K 2026-04-10 $20.09
2025 Q4 ADDED — — — 7,743 +1,100 +16.6% 0.10% $294K 2026-02-11 $27.23
2025 Q3 ADDED — — — 6,643 +1,234 +22.8% 0.11% $326K 2025-10-09 $54.09
2025 Q2 ADDED — — — 5,409 +747 +16.0% 0.18% $389K 2025-07-09 $75.63
2025 Q1 ADDED — — — 4,662 +2,356 +102.2% 0.14% $255K 2025-04-10 $49.27
2024 Q4 INITIATED — — — 2,306 — — 0.15% $271K 2025-01-17 $124.42

🏢 Other funds also holding TTD

As of 2026 Q1 — sorted by position size

Arthedge Capital Management, LLC 3Y 4.78% Capital Impact Advisors, LLC 3Y 7Y 2.06% Leibman Financial Services, Inc. 1.81% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 1.34% Hunting Hill Global Capital, LLC 3Y 7Y 1.32% Synergy Financial Group, LTD 3Y 1.23% Warm Springs Advisors Inc. 1.02% FORA Capital, LLC 3Y 0.99% RD Finance Ltd 0.95% Counterpoint Mutual Funds LLC 3Y 0.7%

FAQ About Lifestyle Asset Management, Inc. and TTD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lifestyle Asset Management, Inc. reported owning TTD?

Lifestyle Asset Management, Inc. reported TTD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported TTD position in Lifestyle Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for TTD was 0.18% in 2025 Q2.

What is the latest reported TTD position on this page?

The most recent filing on this page is 2026 Q1, when Lifestyle Asset Management, Inc. reported 12,729 shares, equal to 0.09% of portfolio, with an estimated market value of $289K.

What does the chart on this TTD ownership page compare?

The chart compares Lifestyle Asset Management, Inc.'s quarterly TTD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lifestyle Asset Management, Inc. time their TTD position?

Based on 13F filing dates vs. subsequent TTD price moves, Lifestyle Asset Management, Inc. correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on TTD relative to SPY over the holding period was -79.9%.

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