Thematic Founder Focus US Total Return Index


Index Performance




The Thematic Founder Focus US Total Return Index (TFOFO) tracks the public security portfolio of leading venture capital firm, Founders Fund. Founders Fund invests at all stages across a wide variety of sectors, including aerospace, artificial intelligence, advanced computing, energy, health and consumer Internet. Formed in 2005, the firm has more than $11 billion in aggregate capital under management.

Full methodology
  • TickerTFOFO
  • Inception Date06/01/2022
  • WeightingCustom
  • # of holdings22
What's inside?


All holdings as of July 18, 2024
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Airbnb, Inc. (ABNB)25.71%$65.34B17.82%64.29%9.67
Nu Holdings Ltd. (NU)21.21%$48.88B83.66%69.82%6.55
Spotify Technology SA (SPOT)17.71%$57.55B20.91%27.39%3.37
Palantir Technologies, Inc. (PLTR)16.74%$60.12B20.78%81.67%22.13
Affirm Holdings, Inc. (AFRM)3.16%$8.51B51.23%84.69%7.47
Roivant Sciences Ltd. (ROIV)2.88%$8.31B103.65%77.59%25.63
GoodRx Holdings, Inc. (GDRX)2.64%$778.27M7.55%85.64%3.86
Natera, Inc. (NTRA)2.63%$13.55B52.11%56.72%8.78
Lyft, Inc. (LYFT)1.85%$5.03B27.65%33.82%1.57
Upstart Holdings, Inc. (UPST)1.55%$2.72B24.16%95.59%5.77
Asana, Inc. (ASAN)1.04%$2.11B13.15%89.68%4.65
Compass, Inc. (New York) (COMP)0.70%$2.20B10.12%8.78%0.43
Hims & Hers Health, Inc. (HIMS)0.57%$4.54B45.81%68.43%3.50
Oscar Health, Inc. (OSCR)0.55%$3.14B45.77%N/A0.71
Blend Labs, Inc. (BLND)0.50%$779.69M-6.40%51.91%5.73
AbCellera Biologics, Inc. (ABCL)0.13%$990.96M-18.36%32.03%18.91
Porch Group, Inc. (PRCH)0.13%$199.37M32.13%22.87%1.10
Planet Labs PBC (PL)0.12%$638.99M14.68%52.42%0.99
Domo, Inc. (DOMO)0.08%$277.54M0.81%68.77%1.10
Compass Pathways Plc (CMPS)0.06%$509.84MN/AN/AN/A
ContextLogic, Inc. (WISH)0.04%$149.89M-62.24%18.92%-0.70
Cyclo Therapeutics, Inc. (CYTH)0.01%$36.05M32.83%-313.18%33.20
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