FOUNDERS
Index Performance
+1.24%
FOUNDERS
+7.46%
SPY
Overview
Description
Founder-CEO led companies with strong revenue growth and category leadership position are likely to outperform the S&P 500 and other broad market indices over the long-term. Today it is extremely difficult to identify, track, and manage those top-tier companies with founder CEO's.
- TickerFOUNDERS
- Inception Date07/18/2022
- WeightingEqual
- # of holdings50
What's inside?
Holdings
All holdings as of July 26, 2024
CSV download
| Samsara, Inc. (IOT) | 2.47% | $8.08B | 37.40% | 75.55% | 20.09 |
| SentinelOne, Inc. (S) | 2.43% | $6.62B | 39.70% | 73.10% | 8.49 |
| Gitlab, Inc. (GTLB) | 2.35% | $7.09B | 33.35% | 88.90% | 11.71 |
| Braze, Inc. (BRZE) | 2.33% | $3.22B | 33.09% | 67.11% | 7.56 |
| Carvana Co. (CVNA) | 2.27% | $14.51B | 17.46% | 17.90% | 2.13 |
| Asana, Inc. (ASAN) | 2.26% | $2.15B | 13.15% | 89.68% | 4.65 |
| JFrog Ltd. (FROG) | 2.26% | $4.14B | 25.67% | 79.09% | 11.27 |
| Blackstone, Inc. (BX) | 2.21% | $100.06B | 13.12% | 98.91% | 10.89 |
| EPAM Systems, Inc. (EPAM) | 2.20% | $12.01B | -3.76% | 26.30% | 3.10 |
| Palantir Technologies, Inc. (PLTR) | 2.20% | $56.73B | 20.78% | 81.67% | 22.13 |
| Roblox Corp. (RBLX) | 2.16% | $23.97B | 22.27% | 24.10% | 8.03 |
| Paycom Software, Inc. (PAYC) | 2.15% | $9.47B | 10.68% | 77.69% | 6.25 |
| Intercontinental Exchange, Inc. (ICE) | 2.12% | $85.48B | 16.06% | 69.79% | 9.94 |
| BlackRock, Inc. (BLK) | 2.11% | $123.98B | 4.59% | 81.30% | N/A |
| Capital One Financial Corp. (COF) | 2.11% | $56.56B | 9.86% | N/A | 1.79 |
| Tyson Foods, Inc. (TSN) | 2.09% | $17.24B | -0.46% | 6.95% | 0.55 |
| Olo, Inc. (OLO) | 2.08% | $507.00M | 27.32% | 55.94% | 2.29 |
| Okta, Inc. (OKTA) | 2.08% | $14.99B | 19.11% | 76.01% | 6.14 |
| Twilio, Inc. (TWLO) | 2.08% | $9.83B | 4.02% | 50.69% | 2.01 |
| Berkshire Hathaway, Inc. (BRK/A) | 2.06% | $933.83B | 5.24% | 21.62% | 2.31 |
| Axon Enterprise, Inc. (AXON) | 2.06% | $23.46B | 34.31% | 56.44% | 14.14 |
| nCino, Inc. (NCNO) | 2.04% | $3.72B | 12.68% | 57.21% | 6.79 |
| monday.com Ltd. (MNDY) | 2.04% | $11.75B | 33.69% | 89.19% | 13.49 |
| Veeva Systems, Inc. (VEEV) | 2.01% | $30.16B | 23.56% | 73.26% | 11.23 |
| Amplitude, Inc. (AMPL) | 2.00% | $754.66M | 9.25% | 73.93% | 3.56 |
| UiPath, Inc. (PATH) | 1.99% | $5.98B | 15.72% | 83.31% | 6.61 |
| MercadoLibre, Inc. (MELI) | 1.99% | $82.39B | 42.67% | 46.71% | 4.81 |
| 10X Genomics, Inc. (TXG) | 1.99% | $2.10B | 5.01% | 67.78% | 6.72 |
| O'Reilly Automotive, Inc. (ORLY) | 1.98% | $64.37B | 4.99% | 50.75% | 4.29 |
| Regeneron Pharmaceuticals, Inc. (REGN) | 1.98% | $115.32B | -0.54% | 82.58% | 7.86 |
| Steel Dynamics, Inc. (STLD) | 1.97% | $20.05B | -8.84% | 16.56% | 1.22 |
| Zoom Video Communications, Inc. (ZM) | 1.97% | $15.71B | 3.25% | 76.67% | 2.62 |
| Zscaler, Inc. (ZS) | 1.95% | $27.51B | 32.09% | 78.47% | 12.63 |
| Datadog, Inc. (DDOG) | 1.94% | $37.11B | 26.89% | 81.95% | 18.68 |
| Cloudflare, Inc. (NET) | 1.93% | $23.50B | 30.47% | 77.54% | 23.46 |
| Monolithic Power Systems, Inc. (MPWR) | 1.92% | $38.45B | 1.51% | 55.13% | 17.43 |
| Fortinet, Inc. (FTNT) | 1.88% | $43.78B | 7.21% | 77.48% | 9.38 |
| Adyen NV (ADYYF) | 1.88% | $35.43B | -79.15% | 49.98% | 15.17 |
| Block, Inc. (SQ) | 1.84% | $34.27B | 19.38% | 34.43% | 2.25 |
| Meta Platforms, Inc. (META) | 1.82% | $993.62B | 27.26% | 81.84% | 8.79 |
| Airbnb, Inc. (ABNB) | 1.81% | $61.82B | 17.82% | 64.29% | 9.67 |
| Tencent Holdings Ltd. (700) | 1.79% | $415.60B | 0.99% | 51.12% | 4.31 |
| Confluent, Inc. (CFLT) | 1.79% | $6.11B | 24.63% | 71.83% | 10.73 |
| Shopify, Inc. (SHOP) | 1.78% | $71.99B | 23.41% | 51.42% | 12.87 |
| NVIDIA Corp. (NVDA) | 1.72% | $2.76T | 262.12% | 78.35% | 27.12 |
| The Estée Lauder Companies, Inc. (EL) | 1.71% | $23.28B | 5.26% | 71.80% | 4.09 |
| Sea Ltd. (Singapore) (SE) | 1.67% | $33.90B | 22.26% | 41.61% | 2.04 |
| Snap, Inc. (SNAP) | 1.66% | $18.65B | 20.85% | 48.58% | 4.13 |
| Masimo Corp. (MASI) | 1.60% | $5.84B | -12.78% | 49.05% | 4.43 |
| CrowdStrike Holdings, Inc. (CRWD) | 1.30% | $58.68B | 32.99% | 75.47% | 21.41 |
Market data by FactSet
