TENNTM
Index Performance
+6.01%
TENNTM
+12.98%
SKYY
-1.59%
QTEC
Overview
Description
Based on the research by Jamin Ball (@jaminball) on his Clouded Judgement Substack where he analyzed cloud software companies that at one point in time were trading at >10x NTM revenue. This is an Index that tracks the 22 companies that hit >10x NTM revenue at some point, 33% ended up with a CAGR >20% from the time they hit 10x to today.
- TickerTENNTM
- Inception Date11/18/2022
- WeightingEqual
- # of holdings22
What's inside?
Holdings
All holdings as of October 22, 2024
CSV download
| Atlassian Corp. (TEAM) | 5.24% | $30.86B | 23.31% | 81.30% | 10.27 |
| BlackLine, Inc. (BL) | 4.88% | $3.55B | 11.02% | 74.86% | 5.86 |
| Five9, Inc. (FIVN) | 4.78% | $2.31B | 13.10% | 45.06% | 3.48 |
| Smartsheet, Inc. (SMAR) | 4.78% | $7.78B | 17.33% | 81.96% | 5.86 |
| Datadog, Inc. (DDOG) | 4.78% | $39.14B | 26.66% | 80.83% | 18.49 |
| Autodesk, Inc. (ADSK) | 4.75% | $62.30B | 12.95% | 89.80% | 9.43 |
| Zscaler, Inc. (ZS) | 4.75% | $28.66B | 34.07% | 77.87% | 11.84 |
| Paylocity Holding Corp. (PCTY) | 4.74% | $9.53B | 19.40% | 67.79% | 5.11 |
| Cloudflare, Inc. (NET) | 4.73% | $27.56B | 29.99% | 77.80% | 18.88 |
| Dynatrace, Inc. (DT) | 4.59% | $16.20B | 19.93% | 80.08% | 8.37 |
| Shopify, Inc. (SHOP) | 4.57% | $100.37B | 20.72% | 51.10% | 10.56 |
| Bill Holdings, Inc. (BILL) | 4.57% | $5.90B | 21.89% | 77.29% | 3.73 |
| CrowdStrike Holdings, Inc. (CRWD) | 4.53% | $72.04B | 31.74% | 75.27% | 15.66 |
| Veeva Systems, Inc. (VEEV) | 4.50% | $35.93B | 14.56% | 74.80% | 10.40 |
| HubSpot, Inc. (HUBS) | 4.44% | $27.36B | 20.43% | 85.01% | 12.16 |
| Qualys, Inc. (QLYS) | 4.37% | $4.57B | 9.50% | 82.29% | 8.61 |
| ServiceNow, Inc. (NOW) | 4.31% | $189.18B | 22.19% | 78.99% | 16.10 |
| Paycom Software, Inc. (PAYC) | 4.30% | $9.64B | 9.07% | 72.83% | 4.37 |
| Okta, Inc. (OKTA) | 4.30% | $12.03B | 16.19% | 76.01% | 6.22 |
| MongoDB, Inc. (MDB) | 4.18% | $20.08B | 12.82% | 73.15% | 9.63 |
| Adobe, Inc. (ADBE) | 4.16% | $219.09B | 10.71% | 88.96% | 12.21 |
| AppFolio, Inc. (APPF) | 3.74% | $4.62B | 34.20% | 62.37% | 12.11 |
Market data by FactSet