THEMATIC

Thematic Redwood Tree US Total Return Index

TREDW

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Index Performance

-18.15%
TREDW
+1.74%
SPY

Overview

Description

The Thematic Redwood Tree US Total Return Index tracks the market cap weighted public security portfolio of venture capital firm, Sequoia Capital. Founded in 1972, Sequoia is a venture capital focused on energy, financial, enterprise, healthcare, internet, and mobile startups. With $85B under management, Sequoia helps daring founders build legendary companies from idea to IPO and beyond.

Full methodology
  • TickerTREDW
  • Inception Date06/01/2022
  • WeightingCustom
  • # of holdings32
What's inside?

Holdings

All holdings as of February 13, 2026
CSV download
Uber Technologies, Inc. (UBER)16.28%$147.98B18.28%32.89%3.42
Nu Holdings Ltd. (NU)12.75%$82.57B44.99%N/A8.05
Airbnb, Inc. (ABNB)10.11%$71.38B10.84%72.26%6.16
Robinhood Markets, Inc. (HOOD)9.58%$63.82B50.35%75.23%24.88
Snowflake, Inc. (SNOW)9.58%$59.17B28.75%66.70%21.13
DoorDash, Inc. (DASH)7.38%$69.45B27.35%46.14%9.11
Block, Inc. (XYZ)3.87%$29.83B2.33%42.97%1.82
Zoom Communications, Inc. (ZM)3.82%$27.31B4.44%77.90%3.89
Coupang, Inc. (CPNG)3.64%$31.29B17.81%29.35%1.71
MongoDB, Inc. (MDB)2.82%$29.04B18.69%70.88%11.67
Snap, Inc. (SNAP)2.66%$8.14B10.63%52.33%2.51
Okta, Inc. (OKTA)2.59%$15.05B11.58%77.09%5.03
Natera, Inc. (NTRA)2.55%$28.75B34.66%64.91%10.03
Confluent, Inc. (CFLT)1.74%$10.88B21.08%74.26%8.09
Guardant Health, Inc. (GH)1.53%$13.29B38.50%64.71%9.47
HubSpot, Inc. (HUBS)1.48%$12.07B19.17%83.76%6.36
Unity Software, Inc. (U)1.18%$8.51B2.01%74.17%10.34
UiPath, Inc. (PATH)1.09%$5.98B15.92%83.00%4.66
Aurora Innovation, Inc. (AUR)1.00%$8.22BN/A-2,400.00%1,956.25
BridgeBio Pharma, Inc. (BBIO)1.00%$14.66B4,318.01%93.98%34.01
Dropbox, Inc. (DBX)0.97%$6.09B-0.69%79.78%4.09
RingCentral, Inc. (RNG)0.94%$2.43B4.91%71.83%1.59
SentinelOne, Inc. (S)0.60%$4.52B22.91%73.79%5.54
Sunrun, Inc. (RUN)0.30%$4.22B34.88%29.68%8.57
Amplitude, Inc. (AMPL)0.15%$830.19M17.74%73.84%3.76
Clover Health Investments Corp. (CLOV)0.09%$1.04B50.05%N/A0.88
Zepp Health Corp. (ZEPP)0.09%$349.57M78.72%38.16%3.56
Eventbrite, Inc. (EB)0.08%$442.91M-7.79%66.14%-0.35
Niu Technologies (NIU)0.06%$264.30M65.67%21.83%0.32
Health Catalyst, Inc. (HCAT)0.02%$130.14M-0.04%34.49%0.89
Magnachip Semiconductor Corp. (MX)0.02%$109.02M-30.99%18.59%0.23
Skillz, Inc. (SKLZ)0.02%$49.10M11.44%87.74%0.41
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