THEMATIC

Coatue Rule of 200 Index (OG)

TWOHUND

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Index Performance

+22.18%
TWOHUND
+1.99%
SPY
+9.17%
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 September 4, 2026
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nCino, Inc. (NCNO)6.18%$2.44B8.19%59.76%3.56
Bill Holdings, Inc. (BILL)6.00%$4.19B13.03%76.87%2.08
Q2 Holdings, Inc. (QTWO)5.76%$3.87B12.61%59.25%3.64
Toast, Inc. (TOST)5.46%$19.72B23.10%27.04%2.16
Alkami Technology, Inc. (ALKT)5.27%$2.11B15.87%55.53%4.52
Hippo Holdings, Inc. (HIPO)5.13%$893.81M23.36%N/A1.58
Automatic Data Processing, Inc. (ADP)5.08%$110.29B6.74%50.67%4.17
DLocal Ltd. (DLO)4.96%$4.38B55.84%31.25%2.22
Remitly Global, Inc. (RELY)4.94%$5.54B20.23%60.80%2.38
Dave, Inc. (DAVE)4.80%$4.86B29.63%88.10%7.94
Adyen NV (ADYEY)4.69%$37.80B23.40%83.41%12.81
Flywire Corp. (FLYW)4.69%$2.26B27.18%50.75%2.60
Corpay, Inc. (CPAY)4.68%$27.34B21.49%74.22%4.57
Lightspeed Commerce, Inc. (LSPD)4.55%$1.41B5.80%40.33%0.90
Block, Inc. (XYZ)4.42%$49.72B9.30%47.32%1.83
PagSeguro Digital Ltd. (PAGS)4.31%$2.70B11.92%51.25%2.77
Marqeta, Inc. (MQ)4.30%$1.73B17.02%19.27%1.16
Affirm Holdings, Inc. (AFRM)3.91%$24.41B32.43%76.78%8.91
StoneCo Ltd. (STNE)3.67%$2.46B-14.13%-75.23%7.38
Lemonade, Inc. (LMND)3.62%$4.13B104.94%N/A6.02
Blend Labs, Inc. (BLND)3.58%$364.23M7.34%73.54%4.12
Market data by FactSet