Filed: 2/12/2025ACC: 0002053305-25-000007
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $1.72B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$1.72B
Total AUM (reported)
41.33M
Total Shares
Allocation by class
COM$735.30M42.8%
CL A$198.98M11.6%
COM CL A$190.62M11.1%
AMERICAN DEP$175.07M10.2%
SPONSORED ADS$116.65M6.8%
SPONSORD ADS$110.51M6.4%
SHS$67.73M3.9%
Portfolio Concentration
Top 3$709.22M41.3%
4–10$575.13M33.5%
11–25$279.27M16.3%
Rest$154.83M9.0%
Top 3 weight
41.3%
Top 10 weight
74.7%
Voting Authority Distribution
Total shares with voting rights: 41.33M
Sole
Full voting authority
3M
shares
% of voting shares7.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
38.32M
shares
% of voting shares92.7%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeNone · 92.7% of voting shares
Institutional Holdings95
Rows:
UPSTART HLDGS INC
SOLEShares1.21M
TypeSH
Market value$382.12M
22.24%
Sole
237.35K
Shared
0.00
None
970.22K
360 DIGITECH INC
SOLEShares8.62M
TypeSH
Market value$175.07M
10.19%
Sole
696.86K
Shared
0.00
None
7.92M
COINBASE GLOBAL INC
SOLEShares668.30K
TypeSH
Market value$152.03M
8.85%
Sole
86.29K
Shared
0.00
None
582.01K
UPWORK INC
SOLEShares3.33M
TypeSH
Market value$150.11M
8.74%
Sole
307.67K
Shared
0.00
None
3.03M
SEA LTD
SOLEShares346.71K
TypeSH
Market value$110.51M
6.43%
Sole
37.88K
Shared
0.00
None
308.83K
SQUARE INC
SOLEShares396.66K
TypeSH
Market value$95.13M
5.54%
Sole
29.77K
Shared
0.00
None
366.89K
FINVOLUTION GROUP
SOLEShares13.19M
TypeSH
Market value$74.39M
4.33%
Sole
566.80K
Shared
0.00
None
12.62M
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares2.09M
TypeSH
Market value$56.96M
3.31%
Sole
63.55K
Shared
0.00
None
2.03M
ASANA INC
SOLEShares431.68K
TypeSH
Market value$44.83M
2.61%
Sole
20.57K
Shared
0.00
None
411.11K
PALO ALTO NETWORKS INC
SOLEShares90.20K
TypeSH
Market value$43.21M
2.51%
Sole
0.00
Shared
0.00
None
90.20K
FARFETCH LTD
SOLEShares1.15M
TypeSH
Market value$42.96M
2.50%
Sole
0.00
Shared
0.00
None
1.15M
FUTU HLDGS LTD
SOLEShares434.33K
TypeSH
Market value$39.53M
2.30%
Sole
28.36K
Shared
0.00
None
405.98K
UP FINTECH HLDG LTD
SOLEShares3.30M
TypeSH
Market value$35.00M
2.04%
Sole
54.50K
Shared
0.00
None
3.25M
ETSY INC
SOLEShares155.57K
TypeSH
Market value$32.35M
1.88%
Sole
10.38K
Shared
0.00
None
145.19K
SNOWFLAKE INC
SOLEShares70.61K
TypeSH
Market value$21.36M
1.24%
Sole
680.00
Shared
0.00
None
69.93K
ROBINHOOD MKTS INC
SOLEShares398.64K
TypeSH
Market value$16.77M
0.98%
Sole
0.00
Shared
0.00
None
398.64K
SNAP INC
SOLEShares196.64K
TypeSH
Market value$14.53M
0.85%
Sole
0.00
Shared
0.00
None
196.64K
SALESFORCE COM INC
SOLEShares48.77K
TypeSH
Market value$13.23M
0.77%
Sole
4K
Shared
0.00
None
44.77K
PAGSEGURO DIGITAL LTD
SOLEShares208.18K
TypeSH
Market value$10.77M
0.63%
Sole
0.00
Shared
0.00
None
208.18K
AMAZON COM INC
SOLEShares3.19K
TypeSH
Market value$10.49M
0.61%
Sole
1.50K
Shared
0.00
None
1.69K
THE TRADE DESK INC
SOLEShares132.77K
TypeSH
Market value$9.33M
0.54%
Sole
22.31K
Shared
0.00
None
110.46K
MICROSOFT CORP
SOLEShares32.69K
TypeSH
Market value$9.21M
0.54%
Sole
27.38K
Shared
0.00
None
5.30K
LEXINFINTECH HLDGS LTD
SOLEShares1.39M
TypeSH
Market value$8.20M
0.48%
Sole
196.13K
Shared
0.00
None
1.20M
ALPHABET INC
SOLEShares3.04K
TypeSH
Market value$8.11M
0.47%
Sole
3.04K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares10.99K
TypeSH
Market value$7.43M
0.43%
Sole
1.43K
Shared
0.00
None
9.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UPSTART HLDGS INCSOLE | COM | 1.21M | SH | $382.12M 22.24% | 237.35K | 0.00 | 970.22K |
360 DIGITECH INCSOLE | AMERICAN DEP | 8.62M | SH | $175.07M 10.19% | 696.86K | 0.00 | 7.92M |
COINBASE GLOBAL INCSOLE | COM CL A | 668.30K | SH | $152.03M 8.85% | 86.29K | 0.00 | 582.01K |
UPWORK INCSOLE | COM | 3.33M | SH | $150.11M 8.74% | 307.67K | 0.00 | 3.03M |
SEA LTDSOLE | SPONSORD ADS | 346.71K | SH | $110.51M 6.43% | 37.88K | 0.00 | 308.83K |
SQUARE INCSOLE | CL A | 396.66K | SH | $95.13M 5.54% | 29.77K | 0.00 | 366.89K |
FINVOLUTION GROUPSOLE | SPONSORED ADS | 13.19M | SH | $74.39M 4.33% | 566.80K | 0.00 | 12.62M |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 2.09M | SH | $56.96M 3.31% | 63.55K | 0.00 | 2.03M |
ASANA INCSOLE | CL A | 431.68K | SH | $44.83M 2.61% | 20.57K | 0.00 | 411.11K |
PALO ALTO NETWORKS INCSOLE | COM | 90.20K | SH | $43.21M 2.51% | 0.00 | 0.00 | 90.20K |
FARFETCH LTDSOLE | ORD SH CL A | 1.15M | SH | $42.96M 2.50% | 0.00 | 0.00 | 1.15M |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 434.33K | SH | $39.53M 2.30% | 28.36K | 0.00 | 405.98K |
UP FINTECH HLDG LTDSOLE | SPONSORED ADS | 3.30M | SH | $35.00M 2.04% | 54.50K | 0.00 | 3.25M |
ETSY INCSOLE | COM | 155.57K | SH | $32.35M 1.88% | 10.38K | 0.00 | 145.19K |
SNOWFLAKE INCSOLE | CL A | 70.61K | SH | $21.36M 1.24% | 680.00 | 0.00 | 69.93K |
ROBINHOOD MKTS INCSOLE | COM CL A | 398.64K | SH | $16.77M 0.98% | 0.00 | 0.00 | 398.64K |
SNAP INCSOLE | CL A | 196.64K | SH | $14.53M 0.85% | 0.00 | 0.00 | 196.64K |
SALESFORCE COM INCSOLE | COM | 48.77K | SH | $13.23M 0.77% | 4K | 0.00 | 44.77K |
PAGSEGURO DIGITAL LTDSOLE | COM CL A | 208.18K | SH | $10.77M 0.63% | 0.00 | 0.00 | 208.18K |
AMAZON COM INCSOLE | COM | 3.19K | SH | $10.49M 0.61% | 1.50K | 0.00 | 1.69K |
THE TRADE DESK INCSOLE | COM CL A | 132.77K | SH | $9.33M 0.54% | 22.31K | 0.00 | 110.46K |
MICROSOFT CORPSOLE | COM | 32.69K | SH | $9.21M 0.54% | 27.38K | 0.00 | 5.30K |
LEXINFINTECH HLDGS LTDSOLE | ADR | 1.39M | SH | $8.20M 0.48% | 196.13K | 0.00 | 1.20M |
ALPHABET INCSOLE | CAP STK CL C | 3.04K | SH | $8.11M 0.47% | 3.04K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 10.99K | SH | $7.43M 0.43% | 1.43K | 0.00 | 9.56K |
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