Index Performance
+30.24%
BTWOD
+11.74%
QQQ
+9.67%
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?
Sectors
- Technology Services100.00%
Holdings
All holdings as of December 2, 2024
CSV download
ServiceNow, Inc. (NOW) | 44.65% | $215.98B | 22.25% | 79.12% | 17.53 |
Datadog, Inc. (DDOG) | 10.09% | $51.94B | 26.02% | 80.01% | 15.35 |
Atlassian Corp. (TEAM) | 8.97% | $69.51B | 21.48% | 81.36% | 8.84 |
Cloudflare, Inc. (NET) | 6.76% | $36.05B | 28.15% | 77.69% | 17.38 |
MongoDB, Inc. (MDB) | 5.16% | $24.02B | 12.82% | 73.15% | 9.63 |
Dynatrace, Inc. (DT) | 3.60% | $16.82B | 18.89% | 80.25% | 9.72 |
Twilio, Inc. (TWLO) | 3.53% | $16.12B | 9.67% | 50.00% | 2.03 |
monday.com Ltd. (MNDY) | 2.83% | $13.70B | 32.67% | 89.65% | 13.93 |
Okta, Inc. (OKTA) | 2.74% | $13.73B | 16.19% | 76.01% | 6.22 |
Elastic NV (ESTC) | 2.45% | $11.72B | 17.63% | 74.50% | 5.58 |
Unity Software, Inc. (U) | 1.98% | $9.77B | -17.95% | 74.92% | 5.20 |
Gitlab, Inc. (GTLB) | 1.82% | $10.11B | 30.81% | 88.30% | 11.25 |
Confluent, Inc. (CFLT) | 1.62% | $10.17B | 24.99% | 74.66% | 6.40 |
HashiCorp, Inc. (HCP) | 1.11% | $6.82B | 15.28% | 81.71% | 8.77 |
C3.ai, Inc. (AI) | 0.96% | $4.60B | 20.52% | 59.81% | 7.95 |
JFrog Ltd. (FROG) | 0.71% | $3.44B | 23.04% | 73.82% | 6.75 |
PagerDuty, Inc. (PD) | 0.43% | $1.95B | 9.41% | 82.96% | 3.47 |
Fastly, Inc. (FSLY) | 0.29% | $1.38B | 7.35% | 50.97% | 2.14 |
Couchbase, Inc. (BASE) | 0.23% | $1.05B | 19.59% | 87.47% | 4.14 |
Appen Ltd. (APX) | 0.07% | $399.88M | -26.54% | -8.46% | 0.15 |
Market data by FactSet