Coatue Management
Coatue Rule of 200 Fintech Leaders Equal Index

COATONE

Index Performance

-3.80%
COATONE
+6.99%
SKYY
+7.84%
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 12, 2024
CSV download
nCino, Inc. (NCNO)10.48%$3.67B16.71%54.34%7.37
Corpay, Inc. (FLT)9.77%$21.55B9.65%72.59%6.57
Block, Inc. (SQ)9.25%$42.74B25.01%32.52%2.07
Bill Holdings, Inc. (BILL)9.18%$6.48B22.50%77.05%6.62
Adyen NV (ADYEY)9.11%$47.10B-78.55%49.98%15.50
MeridianLink, Inc. (MLNK)9.09%$1.31B5.41%51.80%7.69
StoneCo Ltd. (STNE)8.97%$4.68B21.26%36.62%5.58
Marqeta, Inc. (MQ)8.82%$2.51B-9.63%-26.74%3.66
PagSeguro Digital Ltd. (PAGS)8.71%$2.56B6.95%47.78%1.96
DLocal Ltd. (DLO)8.64%$2.59B46.54%38.48%8.49
Flywire Corp. (FLYW)7.98%$2.56B39.30%59.09%4.97
Market data by FactSet