Coatue Management
Coatue Rule of 200 Fintech Leaders Equal Index

COATONE

Index Performance

-6.16%
COATONE
+3.56%
SKYY
+9.87%
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 July 24, 2024
CSV download
PagSeguro Digital Ltd. (PAGS)10.34%$2.83B19.54%48.00%2.12
StoneCo Ltd. (STNE)9.76%$3.94B7.38%28.27%5.12
MeridianLink, Inc. (MLNK)9.34%$1.80B0.88%54.39%5.94
Flywire Corp. (FLYW)9.34%$2.24B20.93%59.55%5.76
Corpay, Inc. (CPAY)9.30%$20.33B3.76%71.47%6.93
Bill Holdings, Inc. (BILL)9.16%$5.71B18.52%78.37%5.56
nCino, Inc. (NCNO)8.78%$3.83B12.68%57.21%6.79
DLocal Ltd. (DLO)8.64%$1.23B34.34%34.14%N/A
Marqeta, Inc. (MQ)8.55%$2.48B-45.72%-23.30%3.29
Block, Inc. (SQ)8.51%$37.23B19.38%34.43%2.25
Adyen NV (ADYEY)8.28%$37.31B-78.55%49.98%15.50
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