Position in TTD
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$176,913
-$181,125 QoQ
Shares Held
7,797
-17.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TTD Over Time
Shares Held
Position Value (USD)
Derivatives in TTD
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$79,415
PutShares
3,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $1,121,140 across 1 Advertising Agencies name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
2,176 | $1,121,140 |
All Filings in TTD
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,415 | 3,500 | Put | Sole | 2026-05-08 | |
| 2026-03-31 | $176,913 | 7,797 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $358,038 | 9,432 | Shares | Sole | 2026-02-04 | |
| 2025-12-31 | $64,532 | 1,700 | Put | Sole | 2026-02-04 | |
| 2025-09-30 | $462,262 | 9,432 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $675,122 | 9,378 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $517,760 | 9,462 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,034,969 | 8,806 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $875,993 | 7,989 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $774,132 | 7,926 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $704,692 | 8,061 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $495,156 | 6,881 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $471,400 | 6,032 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $486,486 | 6,300 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $358,820 | 5,891 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $278,035 | 6,202 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $318,766 | 5,335 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $236,217 | 5,639 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $227,417 | 3,284 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $486,058 | 5,304 | Shares | Sole | 2022-01-07 | |
| 2021-03-31 | $72,985 | 112 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $132,165 | 165 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $320,400 | 400 | Put | Sole | 2021-02-11 | |
| 2020-09-30 | $88,711 | 171 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $132,112 | 325 | Shares | Sole | 2020-07-20 | |
| 2020-06-30 | $40,650 | 100 | Call | Sole | 2020-07-20 | |
| 2020-03-31 | $19,300 | 100 | Call | Sole | 2020-04-13 | |
| 2020-03-31 | $50,566 | 262 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||