THEMATIC

Coatue Rule of 200 Index (OG)

TWOHUND

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Index Performance

+13.02%
TWOHUND
+1.38%
SPY
+6.55%
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 August 31, 2026
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nCino, Inc. (NCNO)6.07%$2.36B8.19%59.76%3.56
Q2 Holdings, Inc. (QTWO)6.06%$3.99B12.61%59.25%3.64
Bill Holdings, Inc. (BILL)6.04%$4.06B13.03%76.87%2.08
Toast, Inc. (TOST)5.51%$19.52B23.10%27.04%2.16
Alkami Technology, Inc. (ALKT)5.48%$2.08B15.87%55.53%4.52
Automatic Data Processing, Inc. (ADP)5.27%$112.62B6.74%50.67%4.17
Remitly Global, Inc. (RELY)5.08%$5.44B20.23%60.80%2.38
Hippo Holdings, Inc. (HIPO)5.00%$876.39M23.36%N/A1.58
Adyen NV (ADYEY)4.80%$38.49B23.40%83.41%12.81
Flywire Corp. (FLYW)4.80%$2.21B27.18%50.75%2.60
DLocal Ltd. (DLO)4.76%$4.18B55.84%31.25%2.22
Corpay, Inc. (CPAY)4.57%$26.58B21.49%74.22%4.57
Dave, Inc. (DAVE)4.55%$4.35B29.63%88.10%7.94
Lightspeed Commerce, Inc. (LSPD)4.55%$1.40B5.80%40.33%0.90
Block, Inc. (XYZ)4.40%$46.79B9.30%47.32%1.83
Marqeta, Inc. (MQ)4.28%$1.68B17.02%19.27%1.16
Affirm Holdings, Inc. (AFRM)4.04%$23.60B32.43%76.78%8.91
PagSeguro Digital Ltd. (PAGS)4.01%$2.54B11.92%51.25%2.77
Blend Labs, Inc. (BLND)3.62%$366.60M7.34%73.54%4.12
Lemonade, Inc. (LMND)3.56%$3.97B104.94%N/A6.02
StoneCo Ltd. (STNE)3.54%$2.35B-14.13%-75.23%7.38
Market data by FactSet