Index Performance
-8.64%
BTWOD
+3.07%
QQQ
+5.61%
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 15, 2024
CSV download
| ServiceNow, Inc. (NOW) | 42.58% | $147.93B | 24.19% | 80.02% | 16.41 |
| Datadog, Inc. (DDOG) | 9.64% | $36.01B | 26.89% | 81.95% | 18.68 |
| Atlassian Corp. (TEAM) | 7.88% | $29.32B | 29.90% | 81.72% | 12.05 |
| MongoDB, Inc. (MDB) | 7.42% | $26.17B | 31.07% | 74.15% | 16.49 |
| Cloudflare, Inc. (NET) | 5.95% | $22.08B | 30.47% | 77.54% | 23.46 |
| Okta, Inc. (OKTA) | 4.22% | $15.75B | 21.80% | 74.33% | 5.58 |
| Dynatrace, Inc. (DT) | 3.79% | $13.74B | 23.48% | 79.82% | 9.18 |
| Elastic NV (ESTC) | 2.99% | $11.02B | 19.45% | 74.19% | 9.74 |
| Twilio, Inc. (TWLO) | 2.98% | $10.65B | 4.02% | 50.69% | 2.01 |
| monday.com Ltd. (MNDY) | 2.77% | $8.90B | 33.69% | 89.19% | N/A |
| Unity Software, Inc. (U) | 2.25% | $9.00B | -7.99% | 68.64% | 5.48 |
| Confluent, Inc. (CFLT) | 1.90% | $7.50B | 24.63% | 71.83% | 10.73 |
| Gitlab, Inc. (GTLB) | 1.65% | $7.19B | 36.66% | 89.77% | 17.21 |
| HashiCorp, Inc. (HCP) | 0.98% | $4.19B | 22.54% | 81.36% | 5.10 |
| JFrog Ltd. (FROG) | 0.95% | $3.61B | 25.67% | 79.09% | 11.27 |
| C3.ai, Inc. (AI) | 0.83% | $3.11B | 17.60% | 57.76% | 7.65 |
| PagerDuty, Inc. (PD) | 0.55% | $1.98B | 16.16% | 77.19% | 4.84 |
| Couchbase, Inc. (BASE) | 0.35% | $1.30B | 16.28% | 87.73% | 5.73 |
| Fastly, Inc. (FSLY) | 0.31% | $1.24B | 13.57% | 51.42% | 3.53 |
| Appen Ltd. (APX) | 0.02% | $90.14M | -26.54% | -8.46% | 0.15 |
Market data by FactSet