Rowan Street Capital Exits The Trade Desk (TTD) as Thesis Breaks

yf_tkr_META · 2026-10-22

$TTD $META

Rowan Street Capital, an investment management company, released its Q3 2026 investor letter. The letter can be downloaded here. After a challenging start to the year, the portfolio mounted a meaningful recovery, gaining 11% in Q3 to reduce its YTD decline to 12% as of September 30. Led by strong contributions from Meta and Shopify, […]

Sector coverage: Communication Services · Advertising Agencies · Internet Content & Information

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