THEMATIC

Coatue Rule of 200 Index (OG)

TWOHUND

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Index Performance

-16.35%
TWOHUND
+1.74%
SPY
-13.42%
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 February 13, 2026
CSV download
StoneCo Ltd. (STNE)6.94%$4.58B-33.16%-0.53%9.63
PagSeguro Digital Ltd. (PAGS)6.50%$3.07B6.35%50.94%2.89
Corpay, Inc. (CPAY)6.41%$23.58B13.93%69.91%5.02
Hippo Holdings, Inc. (HIPO)5.39%$715.97M26.28%N/A2.21
Remitly Global, Inc. (RELY)5.14%$2.67B24.65%57.20%2.01
DLocal Ltd. (DLO)4.95%$3.53B52.06%36.09%3.87
Bill Holdings, Inc. (BILL)4.94%$4.65B14.37%74.78%3.22
Automatic Data Processing, Inc. (ADP)4.87%$85.40B6.16%50.47%5.00
Dave, Inc. (DAVE)4.85%$2.39B62.97%72.38%5.86
Marqeta, Inc. (MQ)4.55%$1.73B27.62%13.88%2.24
Lemonade, Inc. (LMND)4.55%$4.76B44.14%N/A7.64
Block, Inc. (XYZ)4.49%$30.26B2.33%42.97%1.82
Toast, Inc. (TOST)4.44%$15.88B24.05%25.76%3.18
Lightspeed Commerce, Inc. (LSPD)4.42%$1.24B11.17%30.64%1.00
Flywire Corp. (FLYW)4.37%$1.34B27.63%60.29%2.35
Q2 Holdings, Inc. (QTWO)4.23%$3.32B14.12%54.05%5.80
Alkami Technology, Inc. (ALKT)4.22%$1.71B31.49%55.28%6.98
Adyen NV (ADYEY)3.94%$33.57B23.40%83.41%12.77
Affirm Holdings, Inc. (AFRM)3.85%$16.59B29.00%77.20%9.46
nCino, Inc. (NCNO)3.70%$1.85B9.63%58.27%5.60
Blend Labs, Inc. (BLND)3.26%$444.17M-27.28%74.42%7.96
Market data by FactSet