FOUNDERS
Index Performance
+3.83%
FOUNDERS
+5.22%
SPY
Overview
Description
Founder-CEO led companies with strong revenue growth and category leadership position are likely to outperform the S&P 500 and other broad market indices over the long-term. Today it is extremely difficult to identify, track, and manage those top-tier companies with founder CEO's.
- TickerFOUNDERS
- Inception Date07/18/2022
- WeightingEqual
- # of holdings51
What's inside?
Holdings
All holdings as of May 6, 2024
CSV download
| Carvana Co. (CVNA) | 3.03% | $14.30B | 17.46% | 17.90% | 2.13 |
| Snap, Inc. (SNAP) | 2.95% | $23.52B | 20.85% | 48.58% | 4.13 |
| Tencent Holdings Ltd. (700) | 2.56% | $443.39B | 4.35% | 47.20% | 4.29 |
| Sea Ltd. (Singapore) (SE) | 2.23% | $34.47B | 5.02% | 43.78% | 1.67 |
| MercadoLibre, Inc. (MELI) | 2.16% | $83.85B | 42.67% | 46.71% | 4.81 |
| Exxon Mobil Corp. (XOM) | 2.15% | $523.73B | -2.16% | 24.07% | 1.44 |
| Samsara, Inc. (IOT) | 2.14% | $8.19B | 43.65% | 73.65% | 18.07 |
| Palantir Technologies, Inc. (PLTR) | 2.11% | $53.71B | 16.75% | 80.62% | 16.22 |
| Monolithic Power Systems, Inc. (MPWR) | 2.10% | $35.68B | 1.51% | 55.13% | 17.43 |
| Axon Enterprise, Inc. (AXON) | 2.09% | $24.72B | 31.38% | 61.11% | 12.08 |
| Twilio, Inc. (TWLO) | 2.08% | $11.06B | 8.56% | 47.25% | 2.67 |
| Capital One Financial Corp. (COF) | 2.08% | $54.74B | 12.36% | N/A | 2.01 |
| Datadog, Inc. (DDOG) | 2.07% | $39.12B | 27.06% | 80.70% | 19.19 |
| NVIDIA Corp. (NVDA) | 2.06% | $2.30T | 125.85% | 72.72% | 24.74 |
| nCino, Inc. (NCNO) | 2.05% | $3.53B | 16.71% | 54.34% | 7.37 |
| Tyson Foods, Inc. (TSN) | 2.04% | $16.75B | 0.44% | 6.24% | 0.51 |
| Masimo Corp. (MASI) | 2.04% | $7.30B | 0.60% | 49.00% | 3.49 |
| Gitlab, Inc. (GTLB) | 2.03% | $7.32B | 36.66% | 89.77% | 17.21 |
| Roblox Corp. (RBLX) | 2.01% | $23.33B | 25.81% | 18.97% | 9.91 |
| Airbnb, Inc. (ABNB) | 1.98% | $71.60B | 18.07% | 70.87% | 8.30 |
| CrowdStrike Holdings, Inc. (CRWD) | 1.98% | $72.90B | 36.33% | 75.17% | 22.46 |
| Shopify, Inc. (SHOP) | 1.97% | $93.32B | 26.07% | 49.39% | 13.81 |
| Asana, Inc. (ASAN) | 1.96% | $2.22B | 19.24% | 90.20% | 5.51 |
| Regeneron Pharmaceuticals, Inc. (REGN) | 1.95% | $103.89B | -0.54% | 82.58% | 7.86 |
| Berkshire Hathaway, Inc. (BRK/A) | 1.93% | $874.01B | N/A | N/A | N/A |
| SentinelOne, Inc. (S) | 1.93% | $5.97B | 47.13% | 69.85% | 11.17 |
| Intercontinental Exchange, Inc. (ICE) | 1.92% | $75.30B | 16.06% | 69.79% | 9.94 |
| Blackstone, Inc. (BX) | 1.92% | $86.62B | 2.73% | 99.52% | 11.64 |
| JFrog Ltd. (FROG) | 1.91% | $4.36B | 24.94% | 77.47% | 8.73 |
| BlackRock, Inc. (BLK) | 1.91% | $115.38B | 13.22% | 81.87% | N/A |
| Steel Dynamics, Inc. (STLD) | 1.89% | $20.97B | -4.07% | 20.73% | 1.34 |
| Meta Platforms, Inc. (META) | 1.89% | $1.02T | 27.26% | 81.84% | 8.79 |
| Zoom Video Communications, Inc. (ZM) | 1.84% | $16.37B | 3.06% | 70.37% | 2.88 |
| Okta, Inc. (OKTA) | 1.84% | $15.89B | 21.80% | 74.33% | 5.58 |
| Amplitude, Inc. (AMPL) | 1.84% | $890.26M | 16.05% | 73.97% | 4.25 |
| Confluent, Inc. (CFLT) | 1.82% | $6.99B | 32.60% | 70.41% | 8.04 |
| Paycom Software, Inc. (PAYC) | 1.81% | $10.14B | 10.68% | 77.69% | 6.25 |
| Zscaler, Inc. (ZS) | 1.80% | $26.70B | 35.45% | 77.55% | 17.87 |
| Block, Inc. (SQ) | 1.80% | $40.92B | 19.38% | 34.43% | 2.25 |
| O'Reilly Automotive, Inc. (ORLY) | 1.79% | $59.99B | 7.24% | 51.16% | 4.64 |
| Olo, Inc. (OLO) | 1.78% | $516.96M | 23.13% | 60.87% | 2.57 |
| monday.com Ltd. (MNDY) | 1.76% | $9.52B | 40.59% | 88.95% | 11.00 |
| Veeva Systems, Inc. (VEEV) | 1.76% | $32.83B | 9.68% | 70.73% | 12.67 |
| Fortinet, Inc. (FTNT) | 1.73% | $44.89B | 7.21% | 77.48% | 9.38 |
| UiPath, Inc. (PATH) | 1.71% | $9.66B | 23.57% | 84.81% | 8.52 |
| The Estée Lauder Companies, Inc. (EL) | 1.70% | $30.30B | 5.26% | 71.80% | 4.09 |
| Braze, Inc. (BRZE) | 1.66% | $3.14B | 32.74% | 68.73% | 10.41 |
| EPAM Systems, Inc. (EPAM) | 1.62% | $14.27B | -2.78% | 28.07% | 3.33 |
| Cloudflare, Inc. (NET) | 1.59% | $22.37B | 30.47% | 77.54% | 23.46 |
| Adyen NV (ADYYF) | 1.57% | $39.34B | -79.15% | 49.98% | 15.17 |
| 10X Genomics, Inc. (TXG) | 1.47% | $2.88B | 5.01% | 67.78% | 6.72 |
Market data by FactSet
