Index Performance
-2.77%
BTWOD
+6.13%
SPY
+7.79%
QQQ
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 holdings18
What's inside?
Holdings
All holdings as of January 6, 2026
CSV download
| ServiceNow, Inc. (NOW) | 35.58% | $154.52B | 21.81% | 77.28% | 14.98 |
| Cloudflare, Inc. (NET) | 14.37% | $69.36B | 30.68% | 73.97% | 36.96 |
| Datadog, Inc. (DDOG) | 10.27% | $48.08B | 28.35% | 80.04% | 15.16 |
| MongoDB, Inc. (MDB) | 8.17% | $35.48B | 18.69% | 70.88% | 11.67 |
| Atlassian Corp. (TEAM) | 6.13% | $41.82B | 20.61% | 83.96% | 7.41 |
| Twilio, Inc. (TWLO) | 4.87% | $21.13B | 14.71% | 47.73% | 2.98 |
| Unity Software, Inc. (U) | 4.49% | $19.49B | 5.40% | 59.99% | 9.80 |
| Okta, Inc. (OKTA) | 3.53% | $16.01B | 11.58% | 77.09% | 5.03 |
| Dynatrace, Inc. (DT) | 2.97% | $12.88B | 18.11% | 81.82% | 7.30 |
| Confluent, Inc. (CFLT) | 2.11% | $10.74B | 19.31% | 74.11% | 5.36 |
| Elastic NV (ESTC) | 1.83% | $7.97B | 15.91% | 75.91% | 5.41 |
| monday.com Ltd. (MNDY) | 1.72% | $7.46B | 26.24% | 88.71% | 7.46 |
| JFrog Ltd. (FROG) | 1.61% | $7.00B | 25.54% | 77.07% | 9.77 |
| Gitlab, Inc. (GTLB) | 1.27% | $6.19B | 24.64% | 86.81% | 7.73 |
| C3.ai, Inc. (AI) | 0.45% | $1.99B | -20.34% | 40.43% | 5.01 |
| Fastly, Inc. (FSLY) | 0.35% | $1.50B | 15.32% | 55.26% | 2.25 |
| PagerDuty, Inc. (PD) | 0.26% | $1.15B | 4.71% | 85.50% | 2.86 |
| Appen Ltd. (APX) | 0.04% | $153.93M | -13.64% | N/A | 1.50 |
Market data by FactSet