Index Performance
-16.80%
BTWOD
-7.45%
QQQ
-4.34%
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 March 20, 2025
CSV download
| ServiceNow, Inc. (NOW) | 43.41% | $170.52B | 22.44% | 79.18% | 19.80 |
| Atlassian Corp. (TEAM) | 9.26% | $59.56B | 21.35% | 81.59% | 13.00 |
| Cloudflare, Inc. (NET) | 9.02% | $41.14B | 28.76% | 77.32% | 21.78 |
| Datadog, Inc. (DDOG) | 8.25% | $36.00B | 26.12% | 80.76% | 18.22 |
| Okta, Inc. (OKTA) | 4.70% | $19.75B | 15.33% | 76.32% | 5.73 |
| Twilio, Inc. (TWLO) | 3.98% | $15.79B | 7.32% | 50.00% | 3.74 |
| Dynatrace, Inc. (DT) | 3.77% | $14.91B | 19.47% | 80.16% | 9.52 |
| MongoDB, Inc. (MDB) | 3.65% | $14.34B | 19.22% | 73.16% | 9.01 |
| monday.com Ltd. (MNDY) | 3.18% | $13.48B | 33.21% | 88.68% | 11.30 |
| Elastic NV (ESTC) | 2.55% | $10.15B | 16.50% | 74.57% | N/A |
| Unity Software, Inc. (U) | 2.17% | $8.83B | -17.10% | 74.31% | 5.50 |
| Gitlab, Inc. (GTLB) | 1.75% | $8.19B | 30.93% | 88.79% | N/A |
| Confluent, Inc. (CFLT) | 1.70% | $8.85B | 24.03% | 73.25% | 8.51 |
| JFrog Ltd. (FROG) | 0.97% | $3.84B | 22.47% | 76.30% | 6.34 |
| C3.ai, Inc. (AI) | 0.71% | $3.00B | 26.00% | 59.07% | N/A |
| PagerDuty, Inc. (PD) | 0.44% | $1.72B | 8.54% | 78.25% | 3.45 |
| Fastly, Inc. (FSLY) | 0.25% | $1.01B | 7.45% | 51.01% | 2.60 |
| Couchbase, Inc. (BASE) | 0.19% | $757.47M | 16.35% | 88.08% | 3.66 |
| Appen Ltd. (APX) | 0.05% | $186.18M | -13.64% | 3.19% | 1.50 |
Market data by FactSet