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YahooOctober 9, 2026 at 9:56 AM NY18 Days Ago

The Trade Desk (TTD): Exited Due to Structural Revenue Deceleration

Vision Capital Fund, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here. The fund delivered +14.4% net return (unaudited) in Q3 2026, significantly outperforming the S&P 500’s +2.3%. The cumulative gross and net returns from inception (1 Oct 2024) were +28.9% and +21.4%, respectively, versus +36.1% for the […]

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