Index Performance
+9.49%
BTWOD
+3.13%
QQQ
+1.10%
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 holdings20
What's inside?
Holdings
All holdings as of January 10, 2025
CSV download
| ServiceNow, Inc. (NOW) | 46.64% | $211.06B | 22.25% | 79.12% | 17.53 |
| Datadog, Inc. (DDOG) | 9.70% | $47.70B | 26.02% | 80.01% | 15.35 |
| Atlassian Corp. (TEAM) | 8.57% | $63.37B | 21.48% | 81.36% | 8.84 |
| Cloudflare, Inc. (NET) | 7.44% | $38.65B | 28.15% | 77.69% | 17.38 |
| MongoDB, Inc. (MDB) | 4.09% | $18.26B | 22.28% | 74.40% | 9.87 |
| Twilio, Inc. (TWLO) | 3.65% | $16.58B | 9.67% | 50.00% | 2.03 |
| Dynatrace, Inc. (DT) | 3.33% | $15.13B | 18.89% | 80.25% | 9.72 |
| Okta, Inc. (OKTA) | 3.04% | $14.46B | 13.87% | 76.39% | 4.33 |
| Elastic NV (ESTC) | 2.27% | $10.10B | 17.63% | 74.50% | 5.58 |
| monday.com Ltd. (MNDY) | 2.26% | $10.89B | 32.67% | 89.65% | 13.93 |
| Unity Software, Inc. (U) | 1.87% | $8.42B | -17.95% | 74.92% | 5.20 |
| Gitlab, Inc. (GTLB) | 1.77% | $9.73B | 30.99% | 88.71% | 11.42 |
| Confluent, Inc. (CFLT) | 1.52% | $9.07B | 24.99% | 74.66% | 6.40 |
| HashiCorp, Inc. (HCP) | 1.24% | $7.01B | 18.66% | 82.82% | 8.47 |
| C3.ai, Inc. (AI) | 0.89% | $4.18B | 28.83% | 61.31% | 7.00 |
| JFrog Ltd. (FROG) | 0.79% | $3.56B | 23.04% | 73.82% | 6.75 |
| PagerDuty, Inc. (PD) | 0.36% | $1.59B | 9.41% | 82.96% | 3.47 |
| Fastly, Inc. (FSLY) | 0.28% | $1.26B | 7.35% | 50.97% | 2.14 |
| Couchbase, Inc. (BASE) | 0.18% | $827.10M | 12.69% | 87.30% | 3.41 |
| Appen Ltd. (APX) | 0.10% | $445.66M | -26.54% | N/A | 0.15 |
Market data by FactSet