J
B2D Companies Index

BTWOD

Index Performance

+1.26%
BTWOD
+5.40%
QQQ
+6.88%
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 April 15, 2024
CSV download
ServiceNow, Inc. (NOW)41.85%$150.84B23.82%78.59%15.90
Datadog, Inc. (DDOG)10.40%$38.49B27.06%80.70%19.19
Atlassian Corp. (TEAM)8.34%$30.19B21.47%81.44%15.72
Cloudflare, Inc. (NET)7.35%$26.96B32.97%76.32%21.24
MongoDB, Inc. (MDB)6.95%$25.25B31.07%74.15%16.49
Okta, Inc. (OKTA)4.07%$15.09B21.80%74.33%5.58
Dynatrace, Inc. (DT)3.62%$13.30B22.74%79.92%11.48
Twilio, Inc. (TWLO)2.91%$10.75B8.56%47.25%2.67
Elastic NV (ESTC)2.59%$9.56B19.45%74.19%9.74
Unity Software, Inc. (U)2.50%$9.43B57.25%66.46%7.77
monday.com Ltd. (MNDY)2.35%$9.01B40.59%88.95%11.00
Confluent, Inc. (CFLT)1.72%$6.42B32.60%70.41%8.04
Gitlab, Inc. (GTLB)1.58%$7.01B36.66%89.77%17.21
JFrog Ltd. (FROG)1.06%$3.98B24.94%77.47%8.73
HashiCorp, Inc. (HCP)0.71%$2.96B22.54%81.36%5.10
C3.ai, Inc. (AI)0.66%$2.47B17.60%57.76%7.65
PagerDuty, Inc. (PD)0.55%$1.94B16.16%77.19%4.84
Fastly, Inc. (FSLY)0.47%$1.76B16.93%49.56%4.75
Couchbase, Inc. (BASE)0.32%$1.18B16.28%87.73%5.73
Appen Ltd. (APX)0.03%$104.93M-26.54%-8.46%0.15
Market data by FactSet