Index Performance
+1.56%
BTWOD
+8.14%
QQQ
+7.28%
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 July 25, 2024
CSV download
| ServiceNow, Inc. (NOW) | 45.33% | $169.90B | 22.19% | 78.99% | 16.10 |
| Datadog, Inc. (DDOG) | 9.90% | $37.11B | 26.89% | 81.95% | 18.68 |
| Atlassian Corp. (TEAM) | 7.57% | $28.39B | 29.90% | 81.72% | 12.05 |
| Cloudflare, Inc. (NET) | 6.27% | $23.50B | 30.47% | 77.54% | 23.46 |
| MongoDB, Inc. (MDB) | 5.01% | $18.80B | 22.34% | 72.17% | 14.62 |
| Okta, Inc. (OKTA) | 4.00% | $14.99B | 19.11% | 76.01% | 6.14 |
| Dynatrace, Inc. (DT) | 3.47% | $13.04B | 23.48% | 79.82% | 9.18 |
| Elastic NV (ESTC) | 3.08% | $11.56B | 18.55% | 73.79% | 8.00 |
| monday.com Ltd. (MNDY) | 3.08% | $11.75B | 33.69% | 89.19% | 13.49 |
| Twilio, Inc. (TWLO) | 2.62% | $9.83B | 4.02% | 50.69% | 2.01 |
| Gitlab, Inc. (GTLB) | 1.89% | $7.09B | 33.35% | 88.90% | 11.71 |
| Unity Software, Inc. (U) | 1.69% | $6.32B | -7.99% | 68.64% | 5.48 |
| Confluent, Inc. (CFLT) | 1.63% | $6.11B | 24.63% | 71.83% | 10.73 |
| HashiCorp, Inc. (HCP) | 1.36% | $5.12B | 16.38% | 81.12% | 8.56 |
| JFrog Ltd. (FROG) | 1.11% | $4.14B | 25.67% | 79.09% | 11.27 |
| C3.ai, Inc. (AI) | 0.87% | $3.26B | 16.41% | 57.49% | 6.43 |
| PagerDuty, Inc. (PD) | 0.53% | $2.00B | 7.68% | 82.60% | 3.96 |
| Fastly, Inc. (FSLY) | 0.30% | $1.11B | 13.57% | 51.42% | 3.53 |
| Couchbase, Inc. (BASE) | 0.27% | $999.66M | 25.20% | 88.93% | 5.50 |
| Appen Ltd. (APX) | 0.02% | $62.67M | -26.54% | -8.46% | 0.15 |
Market data by FactSet