Index Performance
-2.77%
BTWOD
+7.79%
QQQ
+6.13%
SPY
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 December 12, 2025
CSV download
| ServiceNow, Inc. (NOW) | 38.77% | $179.48B | 21.81% | 77.28% | 14.98 |
| Cloudflare, Inc. (NET) | 13.65% | $70.91B | 30.68% | 73.97% | 36.96 |
| Datadog, Inc. (DDOG) | 10.17% | $51.20B | 28.35% | 80.04% | 15.16 |
| MongoDB, Inc. (MDB) | 7.34% | $34.10B | 18.69% | 70.88% | 11.67 |
| Atlassian Corp. (TEAM) | 5.81% | $42.79B | 20.61% | 83.96% | 7.41 |
| Twilio, Inc. (TWLO) | 4.39% | $20.15B | 14.71% | 47.73% | 2.98 |
| Unity Software, Inc. (U) | 4.20% | $19.75B | 5.40% | 59.99% | 9.80 |
| Okta, Inc. (OKTA) | 3.27% | $15.98B | 11.58% | 77.09% | 5.03 |
| Dynatrace, Inc. (DT) | 2.99% | $13.88B | 18.11% | 81.82% | 7.30 |
| Confluent, Inc. (CFLT) | 1.89% | $10.61B | 19.31% | 74.11% | 5.36 |
| Elastic NV (ESTC) | 1.75% | $8.04B | 15.91% | 75.91% | 5.41 |
| JFrog Ltd. (FROG) | 1.74% | $8.16B | 25.54% | 77.07% | 9.77 |
| monday.com Ltd. (MNDY) | 1.72% | $7.97B | 26.24% | 88.71% | 7.46 |
| Gitlab, Inc. (GTLB) | 1.26% | $6.65B | 24.64% | 86.81% | 7.73 |
| C3.ai, Inc. (AI) | 0.44% | $2.15B | -20.34% | 40.43% | 5.01 |
| Fastly, Inc. (FSLY) | 0.32% | $1.51B | 15.32% | 55.26% | 2.25 |
| PagerDuty, Inc. (PD) | 0.26% | $1.19B | 4.71% | 85.50% | 2.86 |
| Appen Ltd. (APX) | 0.03% | $124.07M | -13.64% | 3.19% | 1.50 |
Market data by FactSet