Index Performance
-1.54%
BTWOD
-1.90%
QQQ
-2.74%
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 holdings19
What's inside?
Holdings
All holdings as of May 23, 2025
CSV download
| ServiceNow, Inc. (NOW) | 45.95% | $207.89B | 18.63% | 78.92% | 14.17 |
| Cloudflare, Inc. (NET) | 10.82% | $54.78B | 26.54% | 75.88% | 21.76 |
| Datadog, Inc. (DDOG) | 8.06% | $39.53B | 24.59% | 79.28% | 11.80 |
| Atlassian Corp. (TEAM) | 7.53% | $54.45B | 14.09% | 83.62% | 10.88 |
| Okta, Inc. (OKTA) | 4.56% | $21.64B | 15.33% | 76.32% | 5.73 |
| Twilio, Inc. (TWLO) | 3.85% | $17.33B | 11.98% | 48.62% | 3.16 |
| Dynatrace, Inc. (DT) | 3.54% | $15.96B | 18.75% | 80.35% | 7.82 |
| monday.com Ltd. (MNDY) | 3.25% | $14.65B | 30.12% | 89.79% | 11.02 |
| MongoDB, Inc. (MDB) | 3.07% | $15.19B | 19.22% | 73.16% | 9.03 |
| Elastic NV (ESTC) | 2.14% | $9.63B | 16.50% | 74.57% | 7.71 |
| Unity Software, Inc. (U) | 1.89% | $8.63B | -5.51% | 73.80% | 5.09 |
| Gitlab, Inc. (GTLB) | 1.49% | $7.85B | 30.93% | 88.79% | 14.14 |
| Confluent, Inc. (CFLT) | 1.32% | $7.43B | 24.80% | 74.46% | 6.94 |
| JFrog Ltd. (FROG) | 1.07% | $4.87B | 22.03% | 74.34% | 6.83 |
| C3.ai, Inc. (AI) | 0.65% | $3.02B | 26.00% | 59.07% | 9.18 |
| PagerDuty, Inc. (PD) | 0.32% | $1.45B | 8.54% | 82.39% | 3.45 |
| Fastly, Inc. (FSLY) | 0.23% | $1.04B | 8.20% | 49.80% | 1.81 |
| Couchbase, Inc. (BASE) | 0.21% | $988.94M | 16.35% | 88.08% | 3.66 |
| Appen Ltd. (APX) | 0.04% | $195.76M | -13.64% | 3.19% | 1.50 |
Market data by FactSet