Index Performance
+3.14%
BTWOD
-1.41%
SP500
-2.89%
XCMP
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 holdings25
What's inside?
Holdings
All holdings as of September 22, 2023
CSV download
| ServiceNow, Inc. (NOW) | 27.86% | $113.201B | 22.72% | 78.09% | 14.08x |
| VMware, Inc. (VMW) | 17.58% | $72.208B | 2.16% | 80.78% | 5.39x |
| Atlassian Corp. (TEAM) | 7.40% | $29.687B | 23.59% | 81.68% | 11.93x |
| Datadog, Inc. (DDOG) | 6.62% | $26.545B | 25.44% | 79.97% | 16.02x |
| Splunk, Inc. (SPLK) | 5.94% | $24.447B | 14.00% | 76.25% | 5.11x |
| MongoDB, Inc. (MDB) | 5.85% | $23.955B | 39.56% | 74.60% | 19.73x |
| Cloudflare, Inc. (NET) | 4.27% | $16.899B | 31.54% | 75.62% | 19.16x |
| Dynatrace, Inc. (DT) | 3.36% | $13.685B | 24.55% | 79.54% | 11.95x |
| Okta, Inc. (OKTA) | 3.12% | $12.647B | 23.06% | 73.20% | 5.80x |
| Unity Software, Inc. (U) | 2.88% | $12.121B | 79.60% | 70.23% | 9.94x |
| Twilio, Inc. (TWLO) | 2.67% | $10.738B | 10.01% | 46.97% | 2.27x |
| Elastic NV (ESTC) | 1.90% | $7.830B | 17.46% | 73.21% | 5.52x |
| monday.com Ltd. (MNDY) | 1.82% | $7.495B | 42.00% | 88.89% | 11.74x |
| Confluent, Inc. (CFLT) | 1.57% | $6.232B | 35.78% | 69.48% | 14.30x |
| New Relic, Inc. (NEWR) | 1.45% | $6.064B | 12.09% | 78.00% | 4.38x |
| Gitlab, Inc. (GTLB) | 1.16% | $4.684B | 38.14% | 89.50% | 13.31x |
| C3.ai, Inc. (AI) | 0.70% | $2.811B | 10.80% | 56.04% | 15.02x |
| JFrog Ltd. (FROG) | 0.67% | $2.699B | 24.13% | 77.55% | 7.67x |
| SUSE SA (SUSE) | 0.67% | $2.767B | -2.68% | 70.89% | 3.56x |
| HashiCorp, Inc. (HCP) | 0.61% | $2.516B | 25.81% | 79.52% | 8.25x |
| Fastly, Inc. (FSLY) | 0.61% | $2.390B | 19.81% | 49.27% | 4.68x |
| Alteryx, Inc. (AYX) | 0.57% | $2.314B | 4.08% | 82.45% | 4.21x |
| PagerDuty, Inc. (PD) | 0.50% | $2.109B | 19.24% | 81.57% | 5.41x |
| Couchbase, Inc. (BASE) | 0.19% | $0.821B | 8.41% | 86.30% | 3.77x |
| Appen Ltd. (APX) | 0.03% | $0.130B | -6.02% | 1.80% | 0.51x |
Market data by FactSet