TENNTM
Index Performance
-5.01%
TENNTM
+1.75%
SKYY
+1.86%
QTEC
Overview
Description
Based on the research by Jamin Ball (@jaminball) on his Clouded Judgement Substack where he analyzed cloud software companies that at one point in time were trading at >10x NTM revenue. This is an Index that tracks the 22 companies that hit >10x NTM revenue at some point, 33% ended up with a CAGR >20% from the time they hit 10x to today.
- TickerTENNTM
- Inception Date11/18/2022
- WeightingEqual
- # of holdings22
What's inside?
Holdings
All holdings as of July 26, 2024
CSV download
| Smartsheet, Inc. (SMAR) | 5.02% | $6.52B | 19.60% | 81.63% | 4.57 |
| Five9, Inc. (FIVN) | 4.99% | $3.30B | 13.08% | 52.59% | 4.99 |
| MongoDB, Inc. (MDB) | 4.94% | $18.80B | 22.34% | 72.17% | 14.62 |
| Paycom Software, Inc. (PAYC) | 4.93% | $9.47B | 10.68% | 77.69% | 6.25 |
| ServiceNow, Inc. (NOW) | 4.89% | $169.90B | 22.19% | 78.99% | 16.10 |
| Paylocity Holding Corp. (PCTY) | 4.87% | $8.33B | 18.07% | 70.40% | 6.92 |
| Bill Holdings, Inc. (BILL) | 4.85% | $5.61B | 18.52% | 78.37% | 5.56 |
| Atlassian Corp. (TEAM) | 4.84% | $28.39B | 29.90% | 81.72% | 12.05 |
| Okta, Inc. (OKTA) | 4.77% | $14.99B | 19.11% | 76.01% | 6.14 |
| Qualys, Inc. (QLYS) | 4.69% | $5.34B | 12.77% | 81.37% | 10.35 |
| BlackLine, Inc. (BL) | 4.62% | $2.94B | 13.29% | 75.17% | 8.07 |
| Veeva Systems, Inc. (VEEV) | 4.61% | $30.16B | 23.56% | 73.26% | 11.23 |
| Adobe, Inc. (ADBE) | 4.51% | $235.96B | 10.47% | 87.94% | 9.73 |
| Zscaler, Inc. (ZS) | 4.48% | $27.51B | 32.09% | 78.47% | 12.63 |
| Datadog, Inc. (DDOG) | 4.46% | $37.11B | 26.89% | 81.95% | 18.68 |
| Cloudflare, Inc. (NET) | 4.44% | $23.50B | 30.47% | 77.54% | 23.46 |
| Dynatrace, Inc. (DT) | 4.42% | $13.04B | 23.48% | 79.82% | 9.18 |
| AppFolio, Inc. (APPF) | 4.41% | $5.78B | 34.20% | 62.37% | N/A |
| Autodesk, Inc. (ADSK) | 4.41% | $52.20B | 13.05% | 89.52% | 8.36 |
| Shopify, Inc. (SHOP) | 4.08% | $71.99B | 23.41% | 51.42% | 12.87 |
| HubSpot, Inc. (HUBS) | 3.77% | $25.27B | 23.08% | 84.60% | 13.79 |
| CrowdStrike Holdings, Inc. (CRWD) | 2.98% | $58.68B | 32.99% | 75.47% | 21.41 |
Market data by FactSet