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 February 13, 2026
CSV download
| ServiceNow, Inc. (NOW) | 32.32% | $112.01B | 20.88% | 77.53% | 11.78 |
| Cloudflare, Inc. (NET) | 17.95% | $68.51B | 29.85% | 74.43% | 31.41 |
| Datadog, Inc. (DDOG) | 11.84% | $44.26B | 27.68% | 79.93% | 13.49 |
| MongoDB, Inc. (MDB) | 8.72% | $29.98B | 18.69% | 70.88% | 11.67 |
| Twilio, Inc. (TWLO) | 4.98% | $17.13B | 13.66% | 48.02% | 4.21 |
| Okta, Inc. (OKTA) | 4.30% | $15.47B | 11.58% | 77.09% | 5.03 |
| Atlassian Corp. (TEAM) | 4.12% | $22.33B | 23.31% | 84.67% | 7.37 |
| Dynatrace, Inc. (DT) | 3.26% | $11.09B | 18.18% | 81.41% | 6.23 |
| Confluent, Inc. (CFLT) | 2.69% | $10.93B | 21.08% | 74.26% | 8.09 |
| Unity Software, Inc. (U) | 2.32% | $8.09B | 2.01% | 74.17% | 10.34 |
| Elastic NV (ESTC) | 1.89% | $6.49B | 15.91% | 75.91% | 5.41 |
| JFrog Ltd. (FROG) | 1.78% | $6.11B | 24.12% | 76.15% | 12.34 |
| GitLab, Inc. (GTLB) | 1.29% | $4.98B | 24.64% | 86.81% | 7.73 |
| monday.com Ltd. (MNDY) | 1.07% | $3.67B | 26.75% | 89.20% | 5.14 |
| Fastly, Inc. (FSLY) | 0.79% | $2.73B | 14.78% | 55.66% | 2.51 |
| C3.ai, Inc. (AI) | 0.43% | $1.52B | -20.34% | 40.43% | 5.01 |
| PagerDuty, Inc. (PD) | 0.19% | $636.93M | 4.71% | 85.50% | 2.86 |
| Appen Ltd. (APX) | 0.08% | $263.09M | -13.64% | N/A | 1.50 |
Market data by FactSet