Index Performance
-7.60%
FOUNDERS
-7.85%
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 April 25, 2025
CSV download
| Carvana Co. (CVNA) | 2.53% | $50.62B | 26.94% | 19.83% | 2.26 |
| Palantir Technologies, Inc. (PLTR) | 2.52% | $264.51B | 28.79% | 80.25% | 62.97 |
| CrowdStrike Holdings, Inc. (CRWD) | 2.39% | $105.32B | 29.39% | 74.92% | 23.76 |
| Asana, Inc. (ASAN) | 2.25% | $3.73B | 10.94% | 89.34% | 6.49 |
| Roblox Corp. (RBLX) | 2.22% | $45.16B | 28.68% | 26.72% | 10.23 |
| Axon Enterprise, Inc. (AXON) | 2.19% | $46.26B | 33.21% | 59.61% | 22.29 |
| UiPath, Inc. (PATH) | 2.18% | $6.39B | 9.30% | 82.82% | 4.48 |
| MercadoLibre, Inc. (MELI) | 2.16% | $112.84B | 43.56% | 44.68% | 4.13 |
| Zscaler, Inc. (ZS) | 2.14% | $33.36B | 23.41% | 77.09% | N/A |
| Capital One Financial Corp. (COF) | 2.13% | $69.98B | 2.85% | N/A | 1.98 |
| Paycom Software, Inc. (PAYC) | 2.13% | $13.17B | 11.19% | 71.15% | 5.96 |
| Steel Dynamics, Inc. (STLD) | 2.12% | $19.09B | -6.92% | 10.98% | 1.27 |
| monday.com Ltd. (MNDY) | 2.10% | $13.91B | 33.21% | 88.68% | 11.30 |
| Fortinet, Inc. (FTNT) | 2.10% | $78.28B | 12.27% | 78.89% | 11.74 |
| Berkshire Hathaway, Inc. (BRK/A) | 2.07% | $1.15T | 1.91% | 23.31% | 2.13 |
| Cloudflare, Inc. (NET) | 2.07% | $42.00B | 28.76% | 77.32% | 21.78 |
| Sea Ltd. (Singapore) (SE) | 2.06% | $75.26B | 28.50% | 42.36% | 3.46 |
| O'Reilly Automotive, Inc. (ORLY) | 2.05% | $77.10B | 4.04% | 51.28% | 5.36 |
| Tyson Foods, Inc. (TSN) | 2.04% | $21.17B | 2.28% | 8.09% | 0.52 |
| Adyen NV (ADYYF) | 2.04% | $52.45B | 17.05% | 83.44% | 16.12 |
| Zoom Communications, Inc. (ZM) | 2.04% | $23.21B | 3.05% | 69.74% | 4.21 |
| JFrog Ltd. (FROG) | 2.03% | $3.89B | 22.47% | 76.30% | 6.34 |
| Monolithic Power Systems, Inc. (MPWR) | 2.02% | $27.95B | 21.20% | 55.32% | 12.71 |
| Masimo Corp. (MASI) | 2.01% | $8.85B | 2.26% | 47.96% | 4.61 |
| Samsara, Inc. (IOT) | 2.00% | $22.44B | 33.26% | 76.12% | 22.40 |
| Olo, Inc. (OLO) | 1.98% | $1.04B | 24.81% | 54.90% | 3.17 |
| Datadog, Inc. (DDOG) | 1.97% | $35.02B | 26.12% | 80.76% | 18.22 |
| Veeva Systems, Inc. (VEEV) | 1.96% | $37.02B | 16.20% | 74.03% | 12.19 |
| BlackRock Finance, Inc. (BLK) | 1.95% | $140.69B | 9.71% | 81.08% | N/A |
| SentinelOne, Inc. (S) | 1.95% | $6.07B | 32.25% | 73.21% | 8.32 |
| Airbnb, Inc. (ABNB) | 1.94% | $77.25B | 11.95% | 71.54% | 6.88 |
| Block, Inc. (XYZ) | 1.93% | $35.99B | 10.06% | 36.21% | 2.18 |
| NVIDIA Corp. (NVDA) | 1.92% | $2.71T | 114.20% | 74.99% | 24.27 |
| Intercontinental Exchange, Inc. (ICE) | 1.91% | $93.78B | 15.32% | 69.86% | 9.39 |
| Tencent Holdings Ltd. (700) | 1.91% | $559.46B | 6.38% | 51.77% | 5.62 |
| Shopify, Inc. (SHOP) | 1.90% | $125.54B | 25.78% | 50.09% | 15.10 |
| Gitlab, Inc. (GTLB) | 1.88% | $7.73B | 30.93% | 88.79% | 14.14 |
| Twilio, Inc. (TWLO) | 1.87% | $14.57B | 7.32% | 50.00% | 3.74 |
| Meta Platforms, Inc. (META) | 1.87% | $1.38T | 21.94% | 81.68% | 9.13 |
| Snap, Inc. (SNAP) | 1.86% | $14.49B | 16.40% | 51.02% | 3.49 |
| Regeneron Pharmaceuticals, Inc. (REGN) | 1.86% | $65.55B | 8.27% | 82.74% | 5.35 |
| Confluent, Inc. (CFLT) | 1.85% | $8.06B | 24.03% | 73.25% | 8.51 |
| Okta, Inc. (OKTA) | 1.85% | $17.95B | 15.33% | 76.32% | 5.73 |
| EPAM Systems, Inc. (EPAM) | 1.85% | $9.01B | 0.80% | 28.65% | 2.63 |
| Blackstone, Inc. (BX) | 1.82% | $161.16B | 17.14% | 98.92% | 10.02 |
| The Estée Lauder Companies, Inc. (EL) | 1.81% | $21.36B | -6.49% | 76.02% | 2.23 |
| Braze, Inc. (BRZE) | 1.72% | $3.27B | 25.78% | 69.13% | 7.20 |
| nCino, Inc. (NCNO) | 1.65% | $2.68B | 13.45% | 57.03% | 7.47 |
| 10X Genomics, Inc. (TXG) | 1.63% | $1.02B | -1.28% | 70.09% | 2.32 |
| Amplitude, Inc. (AMPL) | 1.60% | $1.18B | 8.32% | 74.30% | 3.58 |
Market data by FactSet
