Strong Results Boosted The Trade Desk (TTD) in Q2

Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Brown Advisory Large-Cap Growth strategy has shown resilience this year amid heightened volatility, protecting investor capital during market declines and participating in the strong rebound since early April. The strategy returned 16% during the second quarter, slightly underperforming the benchmark, the Russell 1000® Growth Index. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, Brown Advisory Large-Cap Growth Strategy highlighted stocks such as The Trade Desk, Inc. (NASDAQ:TTD). Headquartered in Ventura, California, The Trade Desk, Inc. (NASDAQ:TTD) is a technology company that offers a self-service cloud-based ad-buying platform. The one-month return of The Trade Desk, Inc. (NASDAQ:TTD) was -1.63%, and its shares lost 47.45% of their value over the last 52 weeks. On September 09, 2025, The Trade Desk, Inc. (NASDAQ:TTD) stock closed at $52.40 per share, with a market capitalization of $25.621 billion.

Brown Advisory Large-Cap Growth Strategy stated the following regarding The Trade Desk, Inc. (NASDAQ:TTD) in its second quarter 2025 investor letter:

“From a sector perspective, Communication Services was the largest positive contributor to relative performance during the quarter, driven by strong results from Netflix (NFLX) and The Trade Desk, Inc. (NASDAQ:TTD). The Trade Desk, a software company offering a self-service, cloud based platform that enables advertisers and their agencies to acquire digital advertising across multiple channels, outperformed during the period. The company’s most recent earnings were highlighted by 25% year-over-year revenue growth, well ahead of the 17% consensus estimate, and adoption of its AI powered advertising platform continuing to accelerate, now reaching 65% of clients—up from 40% at the end of 2024. Long term, we remain confident that The Trade Desk’s scale and technological advantage position it well to continue gaining share in the expanding digital advertising market.”

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

The Trade Desk, Inc. (NASDAQ:TTD) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 60 hedge fund portfolios held The Trade Desk, Inc. (NASDAQ:TTD) at the end of the second quarter, which was 61 in the previous quarter. While we acknowledge the potential of The Trade Desk, Inc. (NASDAQ:TTD) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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