Index Performance
+8.04%
FOUNDERS
+7.46%
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 holdings49
What's inside?
Holdings
All holdings as of November 10, 2025
CSV download
| Datadog, Inc. (DDOG) | 2.95% | $70.08B | 28.35% | 80.04% | 15.16 |
| 10X Genomics, Inc. (TXG) | 2.69% | $2.16B | -1.75% | 67.71% | 1.67 |
| JFrog Ltd. (FROG) | 2.65% | $7.61B | 25.54% | 77.07% | 9.77 |
| Twilio, Inc. (TWLO) | 2.52% | $19.80B | 14.71% | 47.73% | 2.98 |
| UiPath, Inc. (PATH) | 2.45% | $7.54B | 14.38% | 81.94% | 3.35 |
| Confluent, Inc. (CFLT) | 2.41% | $8.23B | 19.31% | 74.11% | 5.36 |
| EPAM Systems, Inc. (EPAM) | 2.40% | $10.08B | 19.43% | 26.71% | 1.38 |
| NVIDIA Corp. (NVDA) | 2.31% | $4.84T | 55.60% | 72.42% | 25.48 |
| Zscaler, Inc. (ZS) | 2.29% | $52.07B | 23.31% | 76.82% | 15.83 |
| CrowdStrike Holdings, Inc. (CRWD) | 2.28% | $139.92B | 21.28% | 73.46% | 25.22 |
| Regeneron Pharmaceuticals, Inc. (REGN) | 2.27% | $68.81B | 0.90% | 82.47% | 3.83 |
| Steel Dynamics, Inc. (STLD) | 2.25% | $22.26B | 11.21% | 15.55% | 1.34 |
| Monolithic Power Systems, Inc. (MPWR) | 2.19% | $46.77B | 18.88% | 55.11% | 16.15 |
| Snap, Inc. (SNAP) | 2.18% | $14.94B | 9.78% | 52.50% | 2.47 |
| Veeva Systems, Inc. (VEEV) | 2.18% | $48.48B | 16.70% | 74.89% | 13.93 |
| Cloudflare, Inc. (NET) | 2.18% | $84.25B | 30.68% | 73.97% | 36.96 |
| Palantir Technologies, Inc. (PLTR) | 2.18% | $461.46B | 62.79% | 82.45% | 118.81 |
| Shopify, Inc. (SHOP) | 2.13% | $206.93B | 31.54% | 48.70% | 17.75 |
| Masimo Corp. (MASI) | 2.11% | $7.76B | -26.38% | 62.07% | 4.64 |
| The Estée Lauder Companies, Inc. (EL) | 2.09% | $32.30B | 3.88% | 73.37% | 2.72 |
| Tencent Holdings Ltd. (700) | 2.07% | $757.19B | 14.48% | 55.23% | 6.29 |
| Tyson Foods, Inc. (TSN) | 2.06% | $18.80B | 2.12% | 6.77% | 0.50 |
| Berkshire Hathaway, Inc. (BRK/A) | 2.06% | $1.07T | 2.13% | 24.62% | 2.30 |
| Samsara, Inc. (IOT) | 2.04% | $22.85B | 30.41% | 76.88% | 13.99 |
| Zoom Communications, Inc. (ZM) | 2.03% | $24.89B | 4.71% | 77.56% | 3.17 |
| Fortinet, Inc. (FTNT) | 2.00% | $61.19B | 14.38% | 80.77% | 9.44 |
| Adyen NV (ADYYF) | 1.98% | $49.40B | 17.05% | 83.44% | 16.12 |
| Capital One Financial Corp. (COF) | 1.98% | $140.09B | 41.95% | N/A | 2.86 |
| Asana, Inc. (ASAN) | 1.95% | $3.20B | 9.89% | 89.73% | 4.30 |
| BlackRock Finance, Inc. (BLK) | 1.95% | $176.62B | 19.11% | 77.86% | 8.68 |
| Airbnb, Inc. (ABNB) | 1.94% | $74.44B | 10.85% | 77.91% | 5.50 |
| O'Reilly Automotive, Inc. (ORLY) | 1.94% | $82.81B | 7.82% | 51.85% | 5.73 |
| Gitlab, Inc. (GTLB) | 1.89% | $7.70B | 29.23% | 87.92% | 7.17 |
| Okta, Inc. (OKTA) | 1.88% | $15.11B | 12.69% | 76.92% | 5.71 |
| SentinelOne, Inc. (S) | 1.85% | $5.73B | 21.74% | 75.03% | 5.81 |
| Amplitude, Inc. (AMPL) | 1.82% | $1.42B | 17.74% | 73.84% | 3.76 |
| nCino, Inc. (NCNO) | 1.81% | $3.04B | 12.40% | 55.83% | 5.89 |
| Intercontinental Exchange, Inc. (ICE) | 1.81% | $85.24B | 7.35% | 67.31% | 9.61 |
| Braze, Inc. (BRZE) | 1.80% | $3.13B | 23.79% | 67.67% | 4.12 |
| Block, Inc. (XYZ) | 1.78% | $40.59B | 2.33% | 42.97% | 1.82 |
| MercadoLibre, Inc. (MELI) | 1.75% | $106.06B | 39.48% | 43.31% | 4.52 |
| Carvana Co. (CVNA) | 1.69% | $70.11B | 54.50% | 19.71% | 3.22 |
| Meta Platforms, Inc. (META) | 1.67% | $1.59T | 26.25% | 82.03% | 10.00 |
| Sea Ltd. (Singapore) (SE) | 1.65% | $91.79B | 39.64% | 45.82% | 4.51 |
| Roblox Corp. (RBLX) | 1.60% | $73.95B | 47.96% | 23.09% | 21.39 |
| Blackstone, Inc. (BX) | 1.59% | $176.02B | 41.36% | 99.47% | 11.19 |
| Paycom Software, Inc. (PAYC) | 1.58% | $9.39B | 9.15% | 74.15% | 5.72 |
| monday.com Ltd. (MNDY) | 1.56% | $8.44B | 26.24% | 88.71% | 7.46 |
| Axon Enterprise, Inc. (AXON) | 1.55% | $46.14B | 30.57% | 60.14% | 21.86 |
Market data by FactSet
