COATTHR
Index Performance
-20.69%
COATTHR
+10.76%
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 October 10, 2024
CSV download
| Lightspeed Commerce, Inc. (LSPD) | 10.53% | $2.42B | 29.65% | 30.80% | 1.53 |
| Toast, Inc. (TOST) | 9.63% | $13.32B | 26.99% | 23.03% | 3.18 |
| Automatic Data Processing, Inc. (ADP) | 9.63% | $117.01B | 6.61% | 49.94% | 5.15 |
| Alkami Technology, Inc. (ALKT) | 9.62% | $3.26B | 24.93% | 58.93% | 9.17 |
| Dave, Inc. (DAVE) | 9.24% | $460.04M | 30.84% | 59.67% | 1.36 |
| Q2 Holdings, Inc. (QTWO) | 9.00% | $4.79B | 11.88% | 47.45% | 5.80 |
| Hippo Holdings, Inc. (HIPO) | 8.69% | $408.93M | 87.84% | N/A | 1.48 |
| Affirm Holdings, Inc. (AFRM) | 8.64% | $11.23B | 46.29% | 85.22% | 5.88 |
| Lemonade, Inc. (LMND) | 8.52% | $1.20B | 21.13% | N/A | 3.10 |
| Remitly Global, Inc. (RELY) | 8.29% | $2.48B | 30.93% | 56.81% | 2.02 |
| Blend Labs, Inc. (BLND) | 8.21% | $878.23M | -5.45% | 52.81% | 4.45 |
Market data by FactSet
