THEMATIC

Coatue Rule of 200 Index (OG)

TWOHUND

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Index Performance

+1.14%
TWOHUND
+7.81%
SPY
+16.03%
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 May 20, 2026
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Affirm Holdings, Inc. (AFRM)6.75%$21.23B29.00%77.20%9.46
Remitly Global, Inc. (RELY)6.19%$4.44B29.37%58.67%1.62
Flywire Corp. (FLYW)5.89%$1.64B26.59%56.97%2.34
Corpay, Inc. (CPAY)5.37%$20.69B13.93%72.63%5.05
Block, Inc. (XYZ)5.26%$42.91B0.30%42.26%1.71
Dave, Inc. (DAVE)5.12%$3.72B59.67%70.22%5.70
Adyen NV (ADYEY)4.95%$36.06B23.40%83.41%12.81
Automatic Data Processing, Inc. (ADP)4.70%$79.13B6.16%50.47%5.00
Lightspeed Commerce, Inc. (LSPD)4.54%$1.29B11.17%30.64%1.00
StoneCo Ltd. (STNE)4.50%$3.31B-35.53%-3.70%10.20
nCino, Inc. (NCNO)4.48%$2.02B10.01%57.42%4.45
Hippo Holdings, Inc. (HIPO)4.48%$745.89M25.93%N/A1.78
Alkami Technology, Inc. (ALKT)4.41%$1.74B32.89%56.56%6.01
PagSeguro Digital Ltd. (PAGS)4.37%$2.98B3.91%50.58%2.76
DLocal Ltd. (DLO)4.33%$4.06B46.60%36.73%3.14
Marqeta, Inc. (MQ)4.32%$1.84B23.25%11.15%1.81
Q2 Holdings, Inc. (QTWO)4.30%$3.09B14.12%54.05%5.80
Bill Holdings, Inc. (BILL)4.24%$3.68B14.37%74.78%3.22
Blend Labs, Inc. (BLND)4.11%$375.39M-23.72%72.45%7.12
Lemonade, Inc. (LMND)3.94%$5.02B41.30%N/A8.85
Toast, Inc. (TOST)3.74%$17.10B24.05%25.76%3.18
Market data by FactSet