Thematic Founder Focus US Total Return Index



Index Performance




The Thematic Founder Focus US Total Return Index (TFOFO) tracks the public security portfolio of leading venture capital firm, Founders Fund. Founders Fund invests at all stages across a wide variety of sectors, including aerospace, artificial intelligence, advanced computing, energy, health and consumer Internet. Formed in 2005, the firm has more than $11 billion in aggregate capital under management.

Full methodology
  • TickerTFOFO
  • Inception Date06/01/2022
  • WeightingCustom
  • # of holdings22
What's inside?


All holdings as of September 22, 2023
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Airbnb, Inc. (ABNB)35.28%$56.365B18.05%69.85%8.49x
Nu Holdings Ltd. (NU)16.89%$24.680B77.36%68.18%6.05x
Spotify Technology SA (SPOT)14.55%$29.743B13.44%24.05%2.25x
Palantir Technologies, Inc. (PLTR)12.59%$28.928B12.75%79.96%15.72x
Roivant Sciences Ltd. (ROIV)4.08%$7.972B400.67%56.98%90.73x
Affirm Holdings, Inc. (AFRM)3.15%$4.837B22.43%84.02%5.50x
GoodRx Holdings, Inc. (GDRX)2.78%$0.469B-1.11%82.90%3.01x
Lyft, Inc. (LYFT)2.25%$3.754B3.04%31.32%0.72x
Upstart Holdings, Inc. (UPST)2.21%$2.227B-41.51%96.61%6.46x
Asana, Inc. (ASAN)1.89%$2.299B20.43%90.01%8.35x
Natera, Inc. (NTRA)1.82%$5.251B31.89%45.24%5.63x
Compass, Inc. (New York) (COMP)0.74%$1.431B-26.04%11.14%0.40x
AbCellera Biologics, Inc. (ABCL)0.33%$1.447B-78.10%27.84%7.78x
Oscar Health, Inc. (OSCR)0.31%$1.017B49.56%N/A0.42x
Blend Labs, Inc. (BLND)0.29%$0.276B-34.67%54.87%1.35x
Hims & Hers Health, Inc. (HIMS)0.26%$1.218B83.08%80.70%2.49x
Planet Labs PBC (PL)0.22%$0.682B10.96%48.91%3.26x
Domo, Inc. (DOMO)0.15%$0.314B5.48%76.01%2.22x
Compass Pathways Plc (CMPS)0.09%$0.486BN/AN/AN/A
Porch Group, Inc. (PRCH)0.08%$0.074B39.56%17.65%0.72x
ContextLogic, Inc. (WISH)0.04%$0.100B-43.28%18.42%-0.86x
Applied Molecular Transport, Inc. (AMTI)0.01%$0.007BN/AN/AN/A
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