Index Performance
-4.13%
BTWOD
+1.78%
QQQ
+4.45%
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 May 3, 2024
CSV download
| ServiceNow, Inc. (NOW) | 41.41% | $142.62B | 24.19% | 80.02% | 16.43 |
| Datadog, Inc. (DDOG) | 10.43% | $38.38B | 27.06% | 80.70% | 19.19 |
| Atlassian Corp. (TEAM) | 8.10% | $28.88B | 29.90% | 81.72% | 12.05 |
| MongoDB, Inc. (MDB) | 7.38% | $26.45B | 31.07% | 74.15% | 16.49 |
| Cloudflare, Inc. (NET) | 6.15% | $26.55B | 30.47% | 77.54% | 23.46 |
| Okta, Inc. (OKTA) | 4.23% | $15.29B | 21.80% | 74.33% | 5.58 |
| Dynatrace, Inc. (DT) | 3.75% | $13.57B | 22.74% | 79.92% | 11.48 |
| Twilio, Inc. (TWLO) | 3.10% | $10.74B | 8.56% | 47.25% | 2.67 |
| Elastic NV (ESTC) | 2.93% | $10.70B | 19.45% | 74.19% | 9.74 |
| Unity Software, Inc. (U) | 2.57% | $9.44B | 57.25% | 66.46% | 7.77 |
| monday.com Ltd. (MNDY) | 2.40% | $9.15B | 40.59% | 88.95% | 11.00 |
| Confluent, Inc. (CFLT) | 1.76% | $6.88B | 32.60% | 70.41% | 8.04 |
| Gitlab, Inc. (GTLB) | 1.63% | $7.21B | 36.66% | 89.77% | 17.21 |
| JFrog Ltd. (FROG) | 1.15% | $4.22B | 24.94% | 77.47% | 8.73 |
| HashiCorp, Inc. (HCP) | 1.01% | $4.19B | 22.54% | 81.36% | 5.10 |
| C3.ai, Inc. (AI) | 0.78% | $2.74B | 17.60% | 57.76% | 7.65 |
| PagerDuty, Inc. (PD) | 0.54% | $1.90B | 16.16% | 77.19% | 4.84 |
| Couchbase, Inc. (BASE) | 0.35% | $1.24B | 16.28% | 87.73% | 5.73 |
| Fastly, Inc. (FSLY) | 0.31% | $1.20B | 13.57% | 51.42% | 3.53 |
| Appen Ltd. (APX) | 0.03% | $89.00M | -26.54% | -8.46% | 0.15 |
Market data by FactSet