FOUNDERS
Index Performance
+3.62%
FOUNDERS
+5.49%
SPY
Overview
Description
Founder-CEO led companies with strong revenue growth and category leadership position are likely to outperform the S&P 500 and other broad market indices over the long-term. Today it is extremely difficult to identify, track, and manage those top-tier companies with founder CEO's.
- TickerFOUNDERS
- Inception Date07/18/2022
- WeightingEqual
- # of holdings51
What's inside?
Holdings
All holdings as of April 18, 2024
CSV download
| Pioneer Natural Resources Co. (PXD) | 2.26% | $62.60B | -20.55% | 36.15% | 3.09 |
| Tencent Holdings Ltd. (700) | 2.24% | $363.95B | 4.35% | 47.20% | 4.29 |
| Tyson Foods, Inc. (TSN) | 2.19% | $16.86B | 0.44% | 6.24% | 0.51 |
| Capital One Financial Corp. (COF) | 2.18% | $54.12B | 28.58% | N/A | 1.95 |
| Snap, Inc. (SNAP) | 2.17% | $16.24B | 0.09% | 50.72% | 6.10 |
| Datadog, Inc. (DDOG) | 2.17% | $38.25B | 27.06% | 80.70% | 19.19 |
| Meta Platforms, Inc. (META) | 2.17% | $1.10T | 15.69% | 80.72% | 6.69 |
| Masimo Corp. (MASI) | 2.14% | $7.19B | 0.60% | 49.00% | 3.49 |
| nCino, Inc. (NCNO) | 2.10% | $3.40B | 16.71% | 54.34% | 7.37 |
| Airbnb, Inc. (ABNB) | 2.08% | $70.99B | 18.07% | 70.87% | 8.30 |
| Steel Dynamics, Inc. (STLD) | 2.07% | $21.52B | -15.57% | 19.87% | 1.11 |
| O'Reilly Automotive, Inc. (ORLY) | 2.06% | $65.00B | 9.73% | 48.70% | 4.14 |
| Gitlab, Inc. (GTLB) | 2.05% | $6.84B | 36.66% | 89.77% | 17.21 |
| Twilio, Inc. (TWLO) | 2.04% | $10.64B | 8.56% | 47.25% | 2.67 |
| Berkshire Hathaway, Inc. (BRK/A) | 2.04% | $864.80B | 20.65% | 19.46% | 2.09 |
| Paycom Software, Inc. (PAYC) | 2.04% | $10.64B | 23.16% | 73.72% | 6.95 |
| Intercontinental Exchange, Inc. (ICE) | 2.04% | $75.00B | 4.67% | 70.47% | 9.73 |
| Adyen NV (ADYYF) | 2.03% | $47.82B | -79.15% | 49.98% | 15.17 |
| Sea Ltd. (Singapore) (SE) | 2.02% | $29.35B | 5.02% | 44.66% | 1.67 |
| Axon Enterprise, Inc. (AXON) | 2.02% | $22.46B | 31.38% | 61.11% | 12.08 |
| The Estée Lauder Companies, Inc. (EL) | 2.02% | $33.73B | -7.20% | 72.96% | 3.95 |
| NVIDIA Corp. (NVDA) | 2.01% | $2.12T | 125.85% | 72.72% | 24.74 |
| Blackstone, Inc. (BX) | 2.01% | $85.99B | 4.93% | 98.92% | 11.57 |
| Fortinet, Inc. (FTNT) | 2.00% | $48.86B | 20.09% | 76.32% | 8.44 |
| Cloudflare, Inc. (NET) | 1.97% | $25.87B | 32.97% | 76.32% | 21.24 |
| BlackRock, Inc. (BLK) | 1.95% | $111.30B | 13.22% | 81.87% | N/A |
| SentinelOne, Inc. (S) | 1.95% | $5.67B | 47.13% | 69.85% | 11.17 |
| CrowdStrike Holdings, Inc. (CRWD) | 1.94% | $67.46B | 36.33% | 75.17% | 22.46 |
| Regeneron Pharmaceuticals, Inc. (REGN) | 1.93% | $96.50B | 7.76% | 82.89% | 6.99 |
| MercadoLibre, Inc. (MELI) | 1.91% | $69.47B | 37.35% | 48.03% | 5.48 |
| Zoom Video Communications, Inc. (ZM) | 1.90% | $15.64B | 3.06% | 70.37% | 2.88 |
| Roblox Corp. (RBLX) | 1.89% | $20.67B | 25.81% | 18.97% | 9.91 |
| Monolithic Power Systems, Inc. (MPWR) | 1.89% | $30.18B | 1.50% | 56.07% | 16.27 |
| Shopify, Inc. (SHOP) | 1.88% | $84.11B | 26.07% | 49.39% | 13.81 |
| Palantir Technologies, Inc. (PLTR) | 1.88% | $44.60B | 16.75% | 80.62% | 16.22 |
| JFrog Ltd. (FROG) | 1.88% | $4.03B | 24.94% | 77.47% | 8.73 |
| Block, Inc. (SQ) | 1.87% | $40.01B | 25.01% | 32.52% | 2.07 |
| Carvana Co. (CVNA) | 1.87% | $8.27B | -20.82% | 14.31% | 1.47 |
| Zscaler, Inc. (ZS) | 1.86% | $25.92B | 35.45% | 77.55% | 17.87 |
| Confluent, Inc. (CFLT) | 1.86% | $6.19B | 32.60% | 70.41% | 8.04 |
| Okta, Inc. (OKTA) | 1.84% | $15.00B | 21.80% | 74.33% | 5.58 |
| Veeva Systems, Inc. (VEEV) | 1.83% | $32.19B | 9.68% | 70.73% | 12.67 |
| Amplitude, Inc. (AMPL) | 1.83% | $836.33M | 16.05% | 73.97% | 4.25 |
| Olo, Inc. (OLO) | 1.82% | $501.85M | 23.13% | 60.87% | 2.57 |
| Samsara, Inc. (IOT) | 1.81% | $6.51B | 43.65% | 73.65% | 18.07 |
| Asana, Inc. (ASAN) | 1.79% | $1.91B | 19.24% | 90.20% | 5.51 |
| monday.com Ltd. (MNDY) | 1.78% | $9.06B | 40.59% | 88.95% | 11.00 |
| UiPath, Inc. (PATH) | 1.75% | $9.26B | 23.57% | 84.81% | 8.52 |
| EPAM Systems, Inc. (EPAM) | 1.73% | $14.32B | -2.78% | 28.07% | 3.33 |
| 10X Genomics, Inc. (TXG) | 1.66% | $3.06B | 19.81% | 66.15% | 10.12 |
| Braze, Inc. (BRZE) | 1.62% | $2.89B | 32.74% | 68.73% | 10.41 |
Market data by FactSet
