Coatue Management
Coatue Rule of 200 Fintech Leaders Equal Index

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%$9.27B17.53%78.34%3.73
DLocal Ltd. (DLO)11.07%$3.31B6.29%40.76%2.47
Flywire Corp. (FLYW)10.87%$2.88B27.16%62.30%3.02
Block, Inc. (SQ)10.70%$57.51B6.38%37.04%1.65
nCino, Inc. (NCNO)10.62%$4.80B12.94%56.25%7.43
Corpay, Inc. (CPAY)9.70%$26.70B6.01%72.30%6.66
MeridianLink, Inc. (MLNK)7.58%$1.76B5.07%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%$2.51B4.58%47.52%1.95
Marqeta, Inc. (MQ)5.89%$1.96B17.52%-11.94%2.85
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