Filed: 2/12/2025ACC: 0002053305-25-000005
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $1.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$1.27B
Total AUM (reported)
22.45M
Total Shares
Allocation by class
COM$512.08M40.3%
SPON ADS CL A$183.43M14.4%
CL A$141.10M11.1%
SPONSORD ADS$120.11M9.5%
SPONSORED ADS$103.45M8.1%
AMERICAN DEP$44.82M3.5%
SHS$41.37M3.3%
Portfolio Concentration
Top 3$528.09M41.6%
4–10$368.84M29.0%
11–25$271.03M21.3%
Rest$102.68M8.1%
Top 3 weight
41.6%
Top 10 weight
70.6%
Voting Authority Distribution
Total shares with voting rights: 22.45M
Sole
Full voting authority
308.86K
shares
% of voting shares1.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
22.14M
shares
% of voting shares98.6%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeNone · 98.6% of voting shares
Institutional Holdings63
Rows:
UPWORK INC
SOLEShares4.38M
TypeSH
Market value$196.13M
15.44%
Sole
153.69K
Shared
0.00
None
4.23M
FUTU HLDGS LTD
SOLEShares1.15M
TypeSH
Market value$183.43M
14.44%
Sole
0.00
Shared
0.00
None
1.15M
UPSTART HLDGS INC
SOLEShares1.15M
TypeSH
Market value$148.53M
11.69%
Sole
10.58K
Shared
0.00
None
1.14M
SEA LTD
SOLEShares538.05K
TypeSH
Market value$120.11M
9.45%
Sole
16.05K
Shared
0.00
None
522K
ETSY INC
SOLEShares235.93K
TypeSH
Market value$47.58M
3.74%
Sole
10.38K
Shared
0.00
None
225.55K
360 DIGITECH INC
SOLEShares1.72M
TypeSH
Market value$44.82M
3.53%
Sole
0.00
Shared
0.00
None
1.72M
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares1.31M
TypeSH
Market value$41.37M
3.26%
Sole
0.00
Shared
0.00
None
1.31M
SILVERGATE CAP CORP
SOLEShares281.69K
TypeSH
Market value$40.05M
3.15%
Sole
4.25K
Shared
0.00
None
277.45K
PINDUODUO INC
SOLEShares286.14K
TypeSH
Market value$38.31M
3.01%
Sole
0.00
Shared
0.00
None
286.14K
FIVERR INTL LTD
SOLEShares168.53K
TypeSH
Market value$36.60M
2.88%
Sole
11.21K
Shared
0.00
None
157.32K
FINVOLUTION GROUP
SOLEShares4.63M
TypeSH
Market value$32.43M
2.55%
Sole
0.00
Shared
0.00
None
4.63M
SQUARE INC
SOLEShares136.55K
TypeSH
Market value$31.00M
2.44%
Sole
1.19K
Shared
0.00
None
135.36K
PELOTON INTERACTIVE INC
SOLEShares257.45K
TypeSH
Market value$28.95M
2.28%
Sole
0.00
Shared
0.00
None
257.45K
VIPSHOP HOLDINGS LIMITED
SOLEShares791.45K
TypeSH
Market value$23.63M
1.86%
Sole
0.00
Shared
0.00
None
791.45K
BOOKING HOLDINGS INC
SOLEShares9.73K
TypeSH
Market value$22.67M
1.78%
Sole
0.00
Shared
0.00
None
9.73K
UP FINTECH HLDG LTD
SOLEShares1.23M
TypeSH
Market value$21.79M
1.72%
Sole
0.00
Shared
0.00
None
1.23M
LENDINGCLUB CORP
SOLEShares1.20M
TypeSH
Market value$19.85M
1.56%
Sole
0.00
Shared
0.00
None
1.20M
ZOOM VIDEO COMMUNICATIONS IN
SOLEShares51.63K
TypeSH
Market value$16.59M
1.31%
Sole
3.71K
Shared
0.00
None
47.91K
XP INC
SOLEShares348.30K
TypeSH
Market value$13.12M
1.03%
Sole
0.00
Shared
0.00
None
348.30K
EVERBRIDGE INC
SOLEShares102.02K
TypeSH
Market value$12.36M
0.97%
Sole
0.00
Shared
0.00
None
102.02K
ZILLOW GROUP INC
SOLEShares90.20K
TypeSH
Market value$11.85M
0.93%
Sole
6.76K
Shared
0.00
None
83.44K
FACEBOOK INC
SOLEShares33.63K
TypeSH
Market value$9.91M
0.78%
Sole
2.35K
Shared
0.00
None
31.29K
PAYPAL HLDGS INC
SOLEShares38K
TypeSH
Market value$9.23M
0.73%
Sole
0.00
Shared
0.00
None
38K
ENOVA INTL INC
SOLEShares253.06K
TypeSH
Market value$8.98M
0.71%
Sole
0.00
Shared
0.00
None
253.06K
HUBSPOT INC
SOLEShares19.09K
TypeSH
Market value$8.67M
0.68%
Sole
1.43K
Shared
0.00
None
17.66K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UPWORK INCSOLE | COM | 4.38M | SH | $196.13M 15.44% | 153.69K | 0.00 | 4.23M |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 1.15M | SH | $183.43M 14.44% | 0.00 | 0.00 | 1.15M |
UPSTART HLDGS INCSOLE | COM | 1.15M | SH | $148.53M 11.69% | 10.58K | 0.00 | 1.14M |
SEA LTDSOLE | SPONSORD ADS | 538.05K | SH | $120.11M 9.45% | 16.05K | 0.00 | 522K |
ETSY INCSOLE | COM | 235.93K | SH | $47.58M 3.74% | 10.38K | 0.00 | 225.55K |
360 DIGITECH INCSOLE | AMERICAN DEP | 1.72M | SH | $44.82M 3.53% | 0.00 | 0.00 | 1.72M |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 1.31M | SH | $41.37M 3.26% | 0.00 | 0.00 | 1.31M |
SILVERGATE CAP CORPSOLE | CL A | 281.69K | SH | $40.05M 3.15% | 4.25K | 0.00 | 277.45K |
PINDUODUO INCSOLE | SPONSORED ADS | 286.14K | SH | $38.31M 3.01% | 0.00 | 0.00 | 286.14K |
FIVERR INTL LTDSOLE | ORD SHS | 168.53K | SH | $36.60M 2.88% | 11.21K | 0.00 | 157.32K |
FINVOLUTION GROUPSOLE | SPONSORED ADS | 4.63M | SH | $32.43M 2.55% | 0.00 | 0.00 | 4.63M |
SQUARE INCSOLE | CL A | 136.55K | SH | $31.00M 2.44% | 1.19K | 0.00 | 135.36K |
PELOTON INTERACTIVE INCSOLE | CL A COM | 257.45K | SH | $28.95M 2.28% | 0.00 | 0.00 | 257.45K |
VIPSHOP HOLDINGS LIMITEDSOLE | SPONSORED ADS A | 791.45K | SH | $23.63M 1.86% | 0.00 | 0.00 | 791.45K |
BOOKING HOLDINGS INCSOLE | COM | 9.73K | SH | $22.67M 1.78% | 0.00 | 0.00 | 9.73K |
UP FINTECH HLDG LTDSOLE | SPONSORED ADS | 1.23M | SH | $21.79M 1.72% | 0.00 | 0.00 | 1.23M |
LENDINGCLUB CORPSOLE | COM NEW | 1.20M | SH | $19.85M 1.56% | 0.00 | 0.00 | 1.20M |
ZOOM VIDEO COMMUNICATIONS INSOLE | CL A | 51.63K | SH | $16.59M 1.31% | 3.71K | 0.00 | 47.91K |
XP INCSOLE | CL A | 348.30K | SH | $13.12M 1.03% | 0.00 | 0.00 | 348.30K |
EVERBRIDGE INCSOLE | COM | 102.02K | SH | $12.36M 0.97% | 0.00 | 0.00 | 102.02K |
ZILLOW GROUP INCSOLE | CL A | 90.20K | SH | $11.85M 0.93% | 6.76K | 0.00 | 83.44K |
FACEBOOK INCSOLE | CL A | 33.63K | SH | $9.91M 0.78% | 2.35K | 0.00 | 31.29K |
PAYPAL HLDGS INCSOLE | COM | 38K | SH | $9.23M 0.73% | 0.00 | 0.00 | 38K |
ENOVA INTL INCSOLE | COM | 253.06K | SH | $8.98M 0.71% | 0.00 | 0.00 | 253.06K |
HUBSPOT INCSOLE | COM | 19.09K | SH | $8.67M 0.68% | 1.43K | 0.00 | 17.66K |
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