Coatue Management
Coatue Rule of 200 Fintech Inverse Equal Index

COATTHR

Index Performance

+1.42%
COATTHR
-3.86%
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 June 12, 2024
CSV download
Q2 Holdings, Inc. (QTWO)11.08%$3.57B8.17%46.78%5.22
Alkami Technology, Inc. (ALKT)10.44%$2.62B26.89%57.37%8.24
Lightspeed Commerce, Inc. (LSPD)10.28%$2.31B26.87%30.31%1.62
Dave, Inc. (DAVE)9.89%$380.96M24.95%56.17%1.70
Affirm Holdings, Inc. (AFRM)9.44%$8.92B51.23%84.69%7.47
Automatic Data Processing, Inc. (ADP)9.09%$100.92B6.62%51.44%5.45
Lemonade, Inc. (LMND)8.66%$1.12B25.77%N/A3.18
Toast, Inc. (TOST)8.54%$10.06B31.26%23.16%3.05
Hippo Holdings, Inc. (HIPO)8.42%$420.92M113.82%N/A1.80
Blend Labs, Inc. (BLND)8.36%$602.38M-6.40%51.91%5.73
Remitly Global, Inc. (RELY)5.79%$2.50B32.01%57.54%3.78
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