Index Performance
+3.01%
FOUNDERS
+5.73%
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 holdings49
What's inside?
Holdings
All holdings as of December 5, 2025
CSV download
| UiPath, Inc. (PATH) | 3.25% | $9.81B | 15.92% | 83.55% | 4.65 |
| 10X Genomics, Inc. (TXG) | 2.82% | $2.30B | -1.75% | 67.71% | 1.67 |
| EPAM Systems, Inc. (EPAM) | 2.70% | $11.13B | 19.43% | 26.71% | 1.38 |
| JFrog Ltd. (FROG) | 2.69% | $7.35B | 25.54% | 77.07% | 9.77 |
| Regeneron Pharmaceuticals, Inc. (REGN) | 2.51% | $75.97B | 0.90% | 82.47% | 3.83 |
| The Estée Lauder Companies, Inc. (EL) | 2.48% | $37.41B | 3.88% | 73.37% | 2.72 |
| Twilio, Inc. (TWLO) | 2.47% | $18.98B | 14.71% | 47.73% | 2.98 |
| Steel Dynamics, Inc. (STLD) | 2.46% | $24.55B | 11.21% | 15.55% | 1.34 |
| Confluent, Inc. (CFLT) | 2.39% | $8.17B | 19.31% | 74.11% | 5.36 |
| Samsara, Inc. (IOT) | 2.33% | $23.35B | 29.19% | 76.69% | 15.02 |
| Datadog, Inc. (DDOG) | 2.26% | $53.65B | 28.35% | 80.04% | 15.16 |
| Tyson Foods, Inc. (TSN) | 2.20% | $19.43B | 2.12% | 6.77% | 0.50 |
| Monolithic Power Systems, Inc. (MPWR) | 2.18% | $45.64B | 18.88% | 55.11% | 16.15 |
| Shopify, Inc. (SHOP) | 2.17% | $211.61B | 31.54% | 48.70% | 17.75 |
| Zoom Communications, Inc. (ZM) | 2.15% | $25.64B | 4.44% | 77.90% | 3.89 |
| NVIDIA Corp. (NVDA) | 2.14% | $4.46T | 62.49% | 73.41% | 24.10 |
| Fortinet, Inc. (FTNT) | 2.14% | $63.34B | 14.38% | 80.77% | 9.44 |
| Carvana Co. (CVNA) | 2.11% | $86.77B | 54.50% | 19.71% | 3.22 |
| CrowdStrike Holdings, Inc. (CRWD) | 2.11% | $129.36B | 22.18% | 74.96% | 29.03 |
| Berkshire Hathaway, Inc. (BRK/A) | 2.11% | $1.09T | 2.13% | 24.62% | 4,371.70 |
| Capital One Financial Corp. (COF) | 2.10% | $146.03B | 41.95% | N/A | 2.86 |
| Masimo Corp. (MASI) | 2.09% | $7.64B | -26.38% | 62.07% | 4.64 |
| Asana, Inc. (ASAN) | 2.07% | $3.36B | 9.33% | 88.90% | 4.05 |
| Palantir Technologies, Inc. (PLTR) | 2.06% | $424.06B | 62.79% | 82.45% | 118.81 |
| Airbnb, Inc. (ABNB) | 2.02% | $74.37B | 10.85% | 77.91% | 5.50 |
| Snap, Inc. (SNAP) | 2.01% | $13.34B | 9.78% | 52.50% | 2.47 |
| Adyen NV (ADYYF) | 2.00% | $48.88B | 17.05% | 83.44% | 16.12 |
| O'Reilly Automotive, Inc. (ORLY) | 1.97% | $84.00B | 7.82% | 51.85% | 5.73 |
| Tencent Holdings Ltd. (700) | 1.96% | $712.49B | 15.84% | 54.31% | 7.87 |
| Braze, Inc. (BRZE) | 1.96% | $3.32B | 23.79% | 67.67% | 4.12 |
| BlackRock Finance, Inc. (BLK) | 1.95% | $174.91B | 19.11% | 77.86% | 8.68 |
| Intercontinental Exchange, Inc. (ICE) | 1.93% | $90.72B | 7.35% | 67.31% | 9.61 |
| Amplitude, Inc. (AMPL) | 1.91% | $1.45B | 17.74% | 73.84% | 3.76 |
| Okta, Inc. (OKTA) | 1.90% | $15.22B | 11.58% | 77.09% | 5.03 |
| Cloudflare, Inc. (NET) | 1.84% | $71.51B | 30.68% | 73.97% | 36.96 |
| Veeva Systems, Inc. (VEEV) | 1.80% | $39.83B | 16.02% | 75.09% | 13.85 |
| Meta Platforms, Inc. (META) | 1.79% | $1.67T | 26.25% | 82.03% | 10.00 |
| MercadoLibre, Inc. (MELI) | 1.74% | $108.47B | 39.48% | 43.31% | 4.52 |
| Zscaler, Inc. (ZS) | 1.71% | $38.57B | 25.50% | 76.25% | 18.01 |
| Blackstone, Inc. (BX) | 1.69% | $184.67B | 41.36% | 99.47% | 11.19 |
| Block, Inc. (XYZ) | 1.64% | $37.79B | 2.33% | 42.97% | 1.82 |
| nCino, Inc. (NCNO) | 1.63% | $2.79B | 9.63% | 58.27% | 5.60 |
| Paycom Software, Inc. (PAYC) | 1.58% | $9.35B | 9.15% | 74.15% | 5.72 |
| SentinelOne, Inc. (S) | 1.57% | $5.53B | 22.91% | 73.79% | N/A |
| Gitlab, Inc. (GTLB) | 1.54% | $6.32B | 24.64% | 86.81% | 7.73 |
| monday.com Ltd. (MNDY) | 1.48% | $7.86B | 26.24% | 88.71% | 7.46 |
| Roblox Corp. (RBLX) | 1.47% | $66.83B | 47.96% | 23.09% | 21.39 |
| Axon Enterprise, Inc. (AXON) | 1.47% | $43.45B | 30.57% | 60.14% | 21.86 |
| Sea Ltd. (Singapore) (SE) | 1.44% | $80.17B | 38.30% | 43.42% | 4.67 |
Market data by FactSet
