Coatue Management
Coatue Rule of 200 Fintech Leaders Equal Index

COATONE

Index Performance

-6.04%
COATONE
-2.37%
SP500
-6.23%
EMCLOUD

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 September 27, 2023
CSV download
Flywire Corp. (FLYW)9.86%$3.697B50.11%55.14%8.99x
MeridianLink, Inc. (MLNK)9.54%$1.302B3.33%49.73%6.79x
FLEETCOR Technologies, Inc. (FLT)9.33%$19.344B10.09%73.27%6.31x
DLocal Ltd. (DLO)9.23%$3.038B59.26%43.91%N/A
Adyen NV (ADYEY)9.18%N/A32.52%9.76%4.37x
PagSeguro Digital Ltd. (PAGS)9.17%$1.694B-3.17%48.43%1.56x
Marqeta, Inc. (MQ)8.98%$2.794B23.80%-19.33%1.47x
Bill Holdings, Inc. (BILL)8.91%$10.438B47.83%76.86%10.96x
StoneCo Ltd. (STNE)8.86%$2.902B23.60%41.73%4.37x
nCino, Inc. (NCNO)8.72%$3.269B17.67%55.43%8.09x
Block, Inc. (SQ)8.22%$24.620B25.67%33.05%1.95x
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