Coatue Management

Coatue Rule of 200 Fintech Leaders Equal Index

COATONE

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Index Performance

-14.23%
COATONE
-25.20%
SKYY
-12.80%
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 April 22, 2025
CSV download
StoneCo Ltd. (STNE)11.51%$3.60B-8.64%27.91%3.80
PagSeguro Digital Ltd. (PAGS)11.03%$3.08B8.33%47.64%2.24
Adyen NV (ADYEY)9.54%$51.25B17.12%83.44%15.43
DLocal Ltd. (DLO)9.22%$2.54B14.70%39.50%N/A
Block, Inc. (XYZ)8.66%$33.66B10.06%36.21%2.18
Corpay, Inc. (CPAY)8.65%$21.62B5.77%71.90%7.04
Flywire Corp. (FLYW)8.49%$1.07B22.09%60.21%4.18
Marqeta, Inc. (MQ)8.42%$1.93B-25.02%-12.47%1.71
Bill Holdings, Inc. (BILL)8.30%$4.16B13.83%78.39%6.00
MeridianLink, Inc. (MLNK)8.22%$1.23B4.18%53.79%6.17
nCino, Inc. (NCNO)7.96%$2.71B13.45%57.03%7.47
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