Thematic Founder Focus US Total Return Index

Index overview
3 months
  • TickerTFOFO
  • Inception Date06/01/2022
  • WeightingCustom
  • Number of holdings23

The Thematic Founder Focus US Total Return Index (TFOFO) tracks the public security portfolio of leading venture capital firm, Founders Fund. Founders Fund invests at all stages across a wide variety of sectors, including aerospace, artificial intelligence, advanced computing, energy, health and consumer Internet. Formed in 2005, the firm has more than $11 billion in aggregate capital under management.

Full methodology


Thematic Founder Focus US Total Return Index

Quick stats

What's inside?
Top 10 holdings
Company% of Index
1Airbnb, Inc. (ABNB)31.29%
2Nu Holdings Ltd. (NU)17.76%
3Spotify Technology SA (SPOT)14.80%
4Palantir Technologies, Inc. (PLTR)14.00%
5Roivant Sciences Ltd. (ROIV)3.84%
6GoodRx Holdings, Inc. (GDRX)2.89%
7Asana, Inc. (ASAN)2.81%
8Affirm Holdings, Inc. (AFRM)2.48%
9Upstart Holdings, Inc. (UPST)2.42%
10Lyft, Inc. (LYFT)2.18%


All holdings as of May 31, 2023
CSV download
Airbnb, Inc. (ABNB)31.29%$69.200B20.48%60.95%8.62x
Nu Holdings Ltd. (NU)17.76%$31.774B96.21%62.20%3.72x
Spotify Technology SA (SPOT)14.80%$28.375B9.34%24.85%1.90x
Palantir Technologies, Inc. (PLTR)14.00%$31.162B17.66%79.50%8.14x
Roivant Sciences Ltd. (ROIV)3.84%$6.894B-29.95%51.18%118.70x
GoodRx Holdings, Inc. (GDRX)2.89%$2.155B-9.51%82.81%3.39x
Asana, Inc. (ASAN)2.81%$5.174B34.20%90.25%5.60x
Affirm Holdings, Inc. (AFRM)2.48%$4.397B7.39%82.88%4.47x
Upstart Holdings, Inc. (UPST)2.42%$2.252B-66.81%93.74%3.07x
Lyft, Inc. (LYFT)2.18%$3.411B14.27%36.66%0.66x
Natera, Inc. (NTRA)1.99%$5.385B24.53%38.73%6.73x
Compass, Inc. (New York) (COMP)0.95%$1.775B-31.48%6.62%0.34x
AbCellera Biologics, Inc. (ABCL)0.49%$2.012B-96.15%N/A7.91x
Oscar Health, Inc. (OSCR)0.44%$1.603B51.08%N/A0.39x
Planet Labs PBC (PL)0.42%$1.262B42.61%54.86%4.97x
Hims & Hers Health, Inc. (HIMS)0.41%$1.871B88.30%79.31%3.04x
Blend Labs, Inc. (BLND)0.26%$0.241B-47.80%42.46%1.03x
Domo, Inc. (DOMO)0.22%$0.469B6.71%70.86%1.98x
Porch Group, Inc. (PRCH)0.16%$0.138B39.65%41.31%1.16x
Compass Pathways Plc (CMPS)0.09%$0.314BN/AN/AN/A
ContextLogic, Inc. (WISH)0.08%$0.165B-48.15%22.45%-0.64x
Applied Molecular Transport, Inc. (AMTI)0.02%$0.010BN/AN/AN/A
Boxed, Inc. (BOXD)<0.01%$0.000BN/A8.75%0.97x
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