Filed: 2/12/2025ACC: 0002053305-25-000006
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $1.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$1.70B
Total AUM (reported)
36.90M
Total Shares
Allocation by class
COM$664.69M39.1%
AMERICAN DEP$247.32M14.6%
SPONSORED ADS$178.64M10.5%
COM CL A$177.89M10.5%
ORD SH CL A$72.02M4.2%
CL A$70.91M4.2%
SPONSORD ADS$70.44M4.1%
Portfolio Concentration
Top 3$744.66M43.8%
4–10$545.37M32.1%
11–25$270.45M15.9%
Rest$139.25M8.2%
Top 3 weight
43.8%
Top 10 weight
75.9%
Voting Authority Distribution
Total shares with voting rights: 36.90M
Sole
Full voting authority
1.17M
shares
% of voting shares3.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
35.73M
shares
% of voting shares96.8%
Investment Discretion (by position count)
Sole85
Shared0
Other0
Dominant voting typeNone · 96.8% of voting shares
Institutional Holdings85
Rows:
UPSTART HLDGS INC
SOLEShares2.19M
TypeSH
Market value$273.59M
16.10%
Sole
175.30K
Shared
0.00
None
2.02M
360 DIGITECH INC
SOLEShares5.91M
TypeSH
Market value$247.32M
14.55%
Sole
93.15K
Shared
0.00
None
5.82M
UPWORK INC
SOLEShares3.84M
TypeSH
Market value$223.75M
13.16%
Sole
306.09K
Shared
0.00
None
3.53M
COINBASE GLOBAL INC COM CL A
SOLEShares475.44K
TypeSH
Market value$120.43M
7.09%
Sole
33.95K
Shared
0.00
None
441.49K
FINVOLUTION GROUP
SOLEShares12.19M
TypeSH
Market value$116.02M
6.83%
Sole
131.70K
Shared
0.00
None
12.06M
FARFETCH LTD
SOLEShares1.43M
TypeSH
Market value$72.02M
4.24%
Sole
37.50K
Shared
0.00
None
1.39M
SEA LTD
SOLEShares256.52K
TypeSH
Market value$70.44M
4.14%
Sole
27.88K
Shared
0.00
None
228.65K
FUTU HLDGS LTD
SOLEShares369.39K
TypeSH
Market value$66.15M
3.89%
Sole
33K
Shared
0.00
None
336.39K
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares1.99M
TypeSH
Market value$59.65M
3.51%
Sole
0.00
Shared
0.00
None
1.99M
UP FINTECH HLDG LTD
SOLEShares1.40M
TypeSH
Market value$40.65M
2.39%
Sole
0.00
Shared
0.00
None
1.40M
PELOTON INTERACTIVE INC
SOLEShares326.56K
TypeSH
Market value$40.50M
2.38%
Sole
0.00
Shared
0.00
None
326.56K
BUMBLE INC
SOLEShares543.09K
TypeSH
Market value$31.28M
1.84%
Sole
0.00
Shared
0.00
None
543.09K
PALO ALTO NETWORKS INC
SOLEShares79.63K
TypeSH
Market value$29.54M
1.74%
Sole
690.00
Shared
0.00
None
78.94K
BOOKING HOLDINGS INC
SOLEShares10.22K
TypeSH
Market value$22.36M
1.32%
Sole
0.00
Shared
0.00
None
10.22K
NCINO INC
SOLEShares344.06K
TypeSH
Market value$20.62M
1.21%
Sole
0.00
Shared
0.00
None
344.06K
LEXINFINTECH HLDGS LTD
SOLEShares1.47M
TypeSH
Market value$18.05M
1.06%
Sole
18.25K
Shared
0.00
None
1.45M
CARVANA CO
SOLEShares56.91K
TypeSH
Market value$17.18M
1.01%
Sole
1.69K
Shared
0.00
None
55.22K
ETSY INC
SOLEShares66.97K
TypeSH
Market value$13.79M
0.81%
Sole
10.38K
Shared
0.00
None
56.59K
FIVERR INTL LTD
SOLEShares56.74K
TypeSH
Market value$13.76M
0.81%
Sole
11.21K
Shared
0.00
None
45.53K
ASANA INC
SOLEShares196.90K
TypeSH
Market value$12.21M
0.72%
Sole
0.00
Shared
0.00
None
196.90K
OZON HLDGS PLC
SOLEShares204.14K
TypeSH
Market value$11.97M
0.70%
Sole
0.00
Shared
0.00
None
204.14K
ZSCALER INC
SOLEShares53.77K
TypeSH
Market value$11.62M
0.68%
Sole
1.15K
Shared
0.00
None
52.63K
XP INC
SOLEShares236.19K
TypeSH
Market value$10.29M
0.61%
Sole
0.00
Shared
0.00
None
236.19K
SNOWFLAKE INC
SOLEShares38.71K
TypeSH
Market value$9.36M
0.55%
Sole
0.00
Shared
0.00
None
38.71K
SVB FINANCIAL GROUP
SOLEShares14.26K
TypeSH
Market value$7.93M
0.47%
Sole
1.20K
Shared
0.00
None
13.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UPSTART HLDGS INCSOLE | COM | 2.19M | SH | $273.59M 16.10% | 175.30K | 0.00 | 2.02M |
360 DIGITECH INCSOLE | AMERICAN DEP | 5.91M | SH | $247.32M 14.55% | 93.15K | 0.00 | 5.82M |
UPWORK INCSOLE | COM | 3.84M | SH | $223.75M 13.16% | 306.09K | 0.00 | 3.53M |
COINBASE GLOBAL INC COM CL ASOLE | COM CL A | 475.44K | SH | $120.43M 7.09% | 33.95K | 0.00 | 441.49K |
FINVOLUTION GROUPSOLE | SPONSORED ADS | 12.19M | SH | $116.02M 6.83% | 131.70K | 0.00 | 12.06M |
FARFETCH LTDSOLE | ORD SH CL A | 1.43M | SH | $72.02M 4.24% | 37.50K | 0.00 | 1.39M |
SEA LTDSOLE | SPONSORD ADS | 256.52K | SH | $70.44M 4.14% | 27.88K | 0.00 | 228.65K |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 369.39K | SH | $66.15M 3.89% | 33K | 0.00 | 336.39K |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 1.99M | SH | $59.65M 3.51% | 0.00 | 0.00 | 1.99M |
UP FINTECH HLDG LTDSOLE | SPONSORED ADS | 1.40M | SH | $40.65M 2.39% | 0.00 | 0.00 | 1.40M |
PELOTON INTERACTIVE INCSOLE | CL A COM | 326.56K | SH | $40.50M 2.38% | 0.00 | 0.00 | 326.56K |
BUMBLE INCSOLE | COM CL A | 543.09K | SH | $31.28M 1.84% | 0.00 | 0.00 | 543.09K |
PALO ALTO NETWORKS INCSOLE | COM | 79.63K | SH | $29.54M 1.74% | 690.00 | 0.00 | 78.94K |
BOOKING HOLDINGS INCSOLE | COM | 10.22K | SH | $22.36M 1.32% | 0.00 | 0.00 | 10.22K |
NCINO INCSOLE | COM | 344.06K | SH | $20.62M 1.21% | 0.00 | 0.00 | 344.06K |
LEXINFINTECH HLDGS LTDSOLE | ADR | 1.47M | SH | $18.05M 1.06% | 18.25K | 0.00 | 1.45M |
CARVANA COSOLE | CL A | 56.91K | SH | $17.18M 1.01% | 1.69K | 0.00 | 55.22K |
ETSY INCSOLE | COM | 66.97K | SH | $13.79M 0.81% | 10.38K | 0.00 | 56.59K |
FIVERR INTL LTDSOLE | ORD SHS | 56.74K | SH | $13.76M 0.81% | 11.21K | 0.00 | 45.53K |
ASANA INCSOLE | CL A | 196.90K | SH | $12.21M 0.72% | 0.00 | 0.00 | 196.90K |
OZON HLDGS PLCSOLE | SPONSORED ADS | 204.14K | SH | $11.97M 0.70% | 0.00 | 0.00 | 204.14K |
ZSCALER INCSOLE | COM | 53.77K | SH | $11.62M 0.68% | 1.15K | 0.00 | 52.63K |
XP INCSOLE | CL A | 236.19K | SH | $10.29M 0.61% | 0.00 | 0.00 | 236.19K |
SNOWFLAKE INCSOLE | CL A | 38.71K | SH | $9.36M 0.55% | 0.00 | 0.00 | 38.71K |
SVB FINANCIAL GROUPSOLE | COM | 14.26K | SH | $7.93M 0.47% | 1.20K | 0.00 | 13.05K |
Page 1 of 4