Disruption Leaders Index

Index overview
3 months
  • TickerAITOMASZ
  • Inception Date05/05/2023
  • WeightingEqual
  • Number of holdings8

Many investors look to Tomasz Tunguz, venture capitalist at Redpoint Ventures, as an expert in the tech industry. With a focus on software, Tunguz's investment philosophy includes backing early-stage startups that are poised to disrupt their respective industries. Based on his posts and presentations, the following categories of companies would be of interest to Tunguz: (1) SaaS companies that have experienced consistent growth and have gained a significant foothold in their respective markets; (2) tech-enabled marketplaces that have seen steady increases in buyers and sellers; (3) companies leveraging AI/ML to improve efficiency and automation across industries; (4) companies in the fintech space, particularly those that have found innovative approaches to payments and lending. This index was generated with help from Thematic Assist.


Disruption Leaders Index

Quick stats

What's inside?
Top 10 holdings
Company% of Index
1Fastly, Inc. (FSLY)16.14%
2Twilio, Inc. (TWLO)15.69%
3Zoom Video Communications, Inc. (ZM)13.19%
4AppFolio, Inc. (APPF)12.84%
5Upwork, Inc. (UPWK)12.61%
6Shopify, Inc. (SHOP)10.98%
7PayPal Holdings, Inc. (PYPL)10.15%
8Sea Ltd. (Singapore) (SE)8.41%


All holdings as of May 31, 2023
CSV download
Fastly, Inc. (FSLY)16.14%$2.068B14.83%48.34%5.58x
Twilio, Inc. (TWLO)15.69%$12.805B14.99%46.75%2.45x
Zoom Video Communications, Inc. (ZM)13.19%$19.726B2.94%76.12%2.98x
AppFolio, Inc. (APPF)12.84%$5.080B29.25%53.06%8.54x
Upwork, Inc. (UPWK)12.61%$1.094B13.81%74.87%2.20x
Shopify, Inc. (SHOP)10.98%$73.141B25.29%47.55%9.90x
PayPal Holdings, Inc. (PYPL)10.15%$69.163B8.56%39.70%3.14x
Sea Ltd. (Singapore) (SE)8.41%$29.809B5.27%46.58%3.83x
Market data by Xignite

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