Index Performance
-2.77%
BTWOD
+6.13%
SPY
+7.79%
QQQ
Overview
Description
It is a market cap-weighted share price index. The starting time is Jan 2018 so as to not further limit our sample size. As benchmarks, we chose i) the S&P 500 (for a comparison to a general broad market index), ii) the NASDAQ Composite (as a general broad tech market index), as well as iii) a well-known Cloud index from a fellow VC firm
- TickerBTWOD
- Inception Date08/02/2023
- WeightingMarket Cap
- # of holdings18
What's inside?
Holdings
All holdings as of March 13, 2026
CSV download
| ServiceNow, Inc. (NOW) | 34.28% | $125.92B | 20.88% | 77.53% | 11.78 |
| Cloudflare, Inc. (NET) | 19.46% | $67.69B | 29.85% | 74.51% | 31.41 |
| Datadog, Inc. (DDOG) | 11.78% | $43.14B | 27.68% | 79.93% | 13.49 |
| MongoDB, Inc. (MDB) | 6.16% | $21.48B | 22.79% | 71.72% | 11.29 |
| Twilio, Inc. (TWLO) | 5.48% | $19.01B | 13.66% | 48.02% | 4.21 |
| Okta, Inc. (OKTA) | 3.90% | $14.12B | 11.84% | 77.36% | 4.36 |
| Atlassian Corp. (TEAM) | 3.67% | $21.84B | 23.31% | 84.67% | 7.37 |
| Dynatrace, Inc. (DT) | 3.36% | $11.69B | 18.18% | 81.41% | 6.23 |
| Confluent, Inc. (CFLT) | 2.70% | $11.01B | 21.08% | 74.26% | 8.09 |
| Unity Software, Inc. (U) | 2.42% | $8.98B | 2.01% | 74.17% | 10.34 |
| Elastic NV (ESTC) | 1.58% | $5.49B | 17.74% | 76.34% | 3.78 |
| JFrog Ltd. (FROG) | 1.41% | $4.92B | 24.12% | 76.15% | 12.34 |
| monday.com Ltd. (MNDY) | 1.10% | $3.98B | 26.75% | 89.20% | 5.14 |
| Fastly, Inc. (FSLY) | 1.07% | $3.10B | 14.78% | 53.98% | 2.51 |
| GitLab, Inc. (GTLB) | 0.99% | $4.22B | 25.81% | 87.38% | N/A |
| C3.ai, Inc. (AI) | 0.36% | $1.32B | -46.08% | 17.34% | N/A |
| PagerDuty, Inc. (PD) | 0.19% | $712.19M | 4.71% | 85.50% | 2.86 |
| Appen Ltd. (APX) | 0.09% | $306.48M | 0.76% | 3.25% | 0.38 |
Market data by FactSet