COATONE
Index Performance
+14.51%
COATONE
+28.95%
SKYY
+9.67%
SPY
Overview
Description
Based on Coatue Management's Rule of 200 Methodology and developed by Michael Gilroy, Chase Packard, and Leslie Wang from Coatue's Fintech Practice, the $COATONE Index tracks the performance of those mature fintech companies that score highest in combined 12 Month retention, revenue growth, gross margin, and operating margin. $COATONE is an equal-weighted Index of fintech businesses with best-in-class retention, gross margin, EBIT, & growth.
- TickerCOATONE
- Inception Date11/11/2022
- WeightingEqual
- # of holdings11
What's inside?
Holdings
All holdings as of December 2, 2024
CSV download
| Bill Holdings, Inc. (BILL) | 12.84% | $9.27B | 17.53% | 78.34% | 3.73 |
| DLocal Ltd. (DLO) | 11.07% | $3.31B | 6.29% | 40.76% | 2.47 |
| Flywire Corp. (FLYW) | 10.87% | $2.88B | 27.16% | 62.30% | 3.02 |
| Block, Inc. (SQ) | 10.70% | $57.51B | 6.38% | 37.04% | 1.65 |
| nCino, Inc. (NCNO) | 10.62% | $4.80B | 12.94% | 56.25% | 7.43 |
| Corpay, Inc. (CPAY) | 9.70% | $26.70B | 6.01% | 72.30% | 6.66 |
| MeridianLink, Inc. (MLNK) | 7.58% | $1.76B | 5.07% | 53.89% | 6.24 |
| Adyen NV (ADYEY) | 7.50% | $46.76B | -78.55% | 49.98% | 15.50 |
| StoneCo Ltd. (STNE) | 6.70% | $2.90B | -14.43% | 26.63% | 4.53 |
| PagSeguro Digital Ltd. (PAGS) | 6.53% | $2.51B | 4.58% | 47.52% | 1.95 |
| Marqeta, Inc. (MQ) | 5.89% | $1.96B | 17.52% | -11.94% | 2.85 |
Market data by FactSet
