Index Performance
+10.66%
BTWOD
-2.68%
QQQ
+2.68%
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 September 18, 2024
CSV download
| ServiceNow, Inc. (NOW) | 48.12% | $183.42B | 22.19% | 78.99% | 16.10 |
| Datadog, Inc. (DDOG) | 9.20% | $35.21B | 26.66% | 80.83% | 18.49 |
| Atlassian Corp. (TEAM) | 6.71% | $25.58B | 23.31% | 81.30% | 10.27 |
| Cloudflare, Inc. (NET) | 6.20% | $23.71B | 29.99% | 77.80% | 18.88 |
| MongoDB, Inc. (MDB) | 5.42% | $20.69B | 12.82% | 73.15% | 9.63 |
| Dynatrace, Inc. (DT) | 4.06% | $15.44B | 19.93% | 80.08% | 8.37 |
| monday.com Ltd. (MNDY) | 3.37% | $13.02B | 34.40% | 89.94% | 13.42 |
| Okta, Inc. (OKTA) | 3.14% | $12.00B | 16.19% | 76.01% | 6.22 |
| Twilio, Inc. (TWLO) | 2.73% | $9.72B | 4.31% | 50.19% | 1.82 |
| Unity Software, Inc. (U) | 2.08% | $8.02B | -15.79% | 75.82% | 3.74 |
| Elastic NV (ESTC) | 2.01% | $7.70B | 18.27% | 73.59% | 8.07 |
| Gitlab, Inc. (GTLB) | 1.79% | $6.98B | 30.81% | 88.30% | 11.25 |
| HashiCorp, Inc. (HCP) | 1.36% | $5.32B | 15.28% | 81.71% | 8.77 |
| Confluent, Inc. (CFLT) | 1.31% | $4.97B | 24.14% | 72.36% | 9.95 |
| JFrog Ltd. (FROG) | 0.81% | $3.11B | 22.42% | 78.42% | 9.04 |
| C3.ai, Inc. (AI) | 0.74% | $2.87B | 20.52% | 59.81% | 7.95 |
| PagerDuty, Inc. (PD) | 0.44% | $1.63B | 7.73% | 82.68% | 4.09 |
| Fastly, Inc. (FSLY) | 0.25% | $975.74M | 7.77% | 51.67% | 2.11 |
| Couchbase, Inc. (BASE) | 0.18% | $714.43M | 19.59% | 87.47% | 4.14 |
| Appen Ltd. (APX) | 0.07% | $253.28M | -26.54% | -8.46% | 0.15 |
Market data by FactSet