THEMATIC

Coatue Rule of 200 Index (OG)

TWOHUND

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Index Performance

-0.04%
TWOHUND
+5.00%
SPY
-7.15%
SKYY

Overview

Description

Index based on Coatue Management's Rule of 200 Methodology for FinTech Industry.

  • TickerTWOHUND
  • Inception Date10/26/2022
  • WeightingEqual
  • # of holdings21
What's inside?

Holdings

All holdings as of January 16, 2026
CSV download
PagSeguro Digital Ltd. (PAGS)5.25%$3.32B6.35%50.94%2.89
Corpay, Inc. (CPAY)5.15%$22.43B13.92%73.21%5.50
Automatic Data Processing, Inc. (ADP)5.06%$105.33B7.09%49.60%5.80
StoneCo Ltd. (STNE)5.05%$3.93B-33.16%-0.53%9.63
Block, Inc. (XYZ)5.03%$40.08B2.33%42.97%1.82
Adyen NV (ADYEY)5.00%$50.97B17.12%N/A15.43
DLocal Ltd. (DLO)4.91%$4.14B52.06%36.09%3.59
Hippo Holdings, Inc. (HIPO)4.89%$769.18M26.28%N/A2.21
Affirm Holdings, Inc. (AFRM)4.88%$24.68B33.77%76.89%9.53
Lightspeed Commerce, Inc. (LSPD)4.85%$1.59B16.20%30.57%0.98
Lemonade, Inc. (LMND)4.79%$5.93B44.14%N/A7.64
Blend Labs, Inc. (BLND)4.75%$766.25M-27.28%74.42%7.96
nCino, Inc. (NCNO)4.70%$2.78B9.63%58.27%5.60
Remitly Global, Inc. (RELY)4.68%$2.87B24.65%57.20%2.01
Flywire Corp. (FLYW)4.64%$1.68B27.63%60.29%2.35
Toast, Inc. (TOST)4.61%$19.71B25.13%26.45%3.48
Dave, Inc. (DAVE)4.49%$2.62B62.97%72.38%5.86
Marqeta, Inc. (MQ)4.38%$1.96B27.62%13.88%2.24
Q2 Holdings, Inc. (QTWO)4.37%$4.07B15.25%53.96%6.53
Alkami Technology, Inc. (ALKT)4.36%$2.09B31.49%55.28%6.98
Bill Holdings, Inc. (BILL)4.15%$4.67B10.40%77.36%3.26
Market data by FactSet