Index Performance
-7.63%
COATTHR
+8.51%
SKYY
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 $COATTHR Index tracks the performance of those mature fintech companies that score lowest in combined 12 Month retention, revenue growth, gross margin, and operating margin. $COATTHR is a equal-weighted Index and overweights businesses with industry-lagging retention, gross margin, EBIT, & growth. This is an inverse index, as the value goes up as the performance of the components go down.
- TickerCOATTHR
- Inception Date11/11/2022
- WeightingEqual
- # of holdings11
What's inside?
Holdings
All holdings as of February 11, 2025
CSV download
Affirm Holdings, Inc. (AFRM) | 10.80% | $24.81B | 46.57% | 86.62% | 9.36 |
Dave, Inc. (DAVE) | 10.74% | $1.32B | 40.54% | 57.47% | 1.74 |
Hippo Holdings, Inc. (HIPO) | 10.63% | $749.30M | 65.51% | N/A | 1.31 |
Remitly Global, Inc. (RELY) | 10.14% | $5.00B | 39.27% | 57.61% | 2.07 |
Toast, Inc. (TOST) | 9.70% | $22.78B | 26.45% | 24.67% | 3.32 |
Automatic Data Processing, Inc. (ADP) | 9.49% | $124.41B | 8.15% | 49.94% | 6.12 |
Blend Labs, Inc. (BLND) | 8.12% | $1.01B | 11.32% | 56.96% | 6.59 |
Q2 Holdings, Inc. (QTWO) | 7.95% | $5.53B | 12.94% | 48.16% | 7.32 |
Alkami Technology, Inc. (ALKT) | 7.84% | $3.39B | 26.89% | 58.50% | 9.68 |
Lightspeed Commerce, Inc. (LSPD) | 7.42% | $2.00B | 20.00% | 32.36% | 1.70 |
Lemonade, Inc. (LMND) | 7.18% | $2.34B | 15.13% | N/A | 3.05 |
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