Filed: 2/12/2025ACC: 0002053305-25-000008
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 140 equity positions with a total reported market value of $1.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
140
Positions
$1.30B
Total AUM (reported)
56.58M
Total Shares
Allocation by class
COM$554.10M42.5%
AMERICAN DEP$182.45M14.0%
COM CL A$135.76M10.4%
CL A$111.27M8.5%
SPONSORED ADS$104.11M8.0%
SHS$68.36M5.2%
SPONSORD ADS$63.21M4.8%
Portfolio Concentration
Top 3$526.57M40.4%
4–10$395.84M30.4%
11–25$205.70M15.8%
Rest$175.39M13.5%
Top 3 weight
40.4%
Top 10 weight
70.8%
Voting Authority Distribution
Total shares with voting rights: 55.89M
Sole
Full voting authority
3.59M
shares
% of voting shares6.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
52.31M
shares
% of voting shares93.6%
Investment Discretion (by position count)
Sole140
Shared0
Other0
Dominant voting typeNone · 93.6% of voting shares
Institutional Holdings140
Rows:
360 DIGITECH INC
SOLEShares7.96M
TypeSH
Market value$182.45M
14.00%
Sole
657.93K
Shared
0.00
None
7.30M
OPENDOOR TECHNOLOGIES INC
SOLEShares12.06M
TypeSH
Market value$176.13M
13.51%
Sole
500.01K
Shared
0.00
None
11.16M
UPSTART HLDGS INC
SOLEShares1.11M
TypeSH
Market value$167.99M
12.89%
Sole
185.04K
Shared
0.00
None
925.26K
COINBASE GLOBAL INC
SOLEShares422.67K
TypeSH
Market value$106.67M
8.18%
Sole
41.02K
Shared
0.00
None
381.65K
FINVOLUTION GROUP
SOLEShares14.20M
TypeSH
Market value$70.02M
5.37%
Sole
566.80K
Shared
0.00
None
13.64M
SEA LTD
SOLEShares282.57K
TypeSH
Market value$63.21M
4.85%
Sole
26.17K
Shared
0.00
None
256.40K
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares2.19M
TypeSH
Market value$60.79M
4.66%
Sole
75.28K
Shared
0.00
None
2.12M
UPWORK INC
SOLEShares1.04M
TypeSH
Market value$35.66M
2.74%
Sole
174.69K
Shared
0.00
None
869.17K
SNOWFLAKE INC
SOLEShares91.15K
TypeSH
Market value$30.88M
2.37%
Sole
0.00
Shared
0.00
None
91.15K
PALO ALTO NETWORKS INC
SOLEShares51.40K
TypeSH
Market value$28.61M
2.20%
Sole
0.00
Shared
0.00
None
51.40K
UP FINTECH HLDG LTD
SOLEShares5.12M
TypeSH
Market value$25.16M
1.93%
Sole
385.63K
Shared
0.00
None
4.74M
BITFARMS LTD
SOLEShares4.62M
TypeSH
Market value$23.35M
1.79%
Sole
0.00
Shared
0.00
None
4.62M
ASANA INC
SOLEShares244.88K
TypeSH
Market value$18.26M
1.40%
Sole
0.00
Shared
0.00
None
244.88K
SILVERGATE CAP CORP
SOLEShares115.22K
TypeSH
Market value$17.08M
1.31%
Sole
4.25K
Shared
0.00
None
110.97K
FUTU HLDGS LTD
SOLEShares392.35K
TypeSH
Market value$16.99M
1.30%
Sole
25K
Shared
0.00
None
367.35K
ALPHABET INC
SOLEShares5.82K
TypeSH
Market value$16.85M
1.29%
Sole
0.00
Shared
0.00
None
5.82K
ALPHABET INC
SOLEShares4.56K
TypeSH
Market value$13.19M
1.01%
Sole
4.56K
Shared
0.00
None
0.00
OKTA INC
SOLEShares51.86K
TypeSH
Market value$11.63M
0.89%
Sole
0.00
Shared
0.00
None
51.86K
AMAZON COM INC
SOLEShares3.32K
TypeSH
Market value$11.06M
0.85%
Sole
3.30K
Shared
0.00
None
12.00
ZOOM VIDEO COMMUNICATIONS IN
SOLEShares59.73K
TypeSH
Market value$10.98M
0.84%
Sole
4.14K
Shared
0.00
None
55.59K
MARATHON DIGITAL HOLDINGS IN
SOLEShares311.05K
TypeSH
Market value$10.22M
0.78%
Sole
15.60K
Shared
0.00
None
295.44K
AMPLITUDE INC
SOLEShares177.75K
TypeSH
Market value$9.41M
0.72%
Sole
0.00
Shared
0.00
None
177.75K
ETSY INC
SOLEShares42.21K
TypeSH
Market value$9.24M
0.71%
Sole
10.38K
Shared
0.00
None
31.83K
MICROSOFT CORP
SOLEShares19.01K
TypeSH
Market value$6.39M
0.49%
Sole
18.88K
Shared
0.00
None
127.00
ROBINHOOD MKTS INC
SOLEShares331.69K
TypeSH
Market value$5.89M
0.45%
Sole
18.29K
Shared
0.00
None
313.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
360 DIGITECH INCSOLE | AMERICAN DEP | 7.96M | SH | $182.45M 14.00% | 657.93K | 0.00 | 7.30M |
OPENDOOR TECHNOLOGIES INCSOLE | COM | 12.06M | SH | $176.13M 13.51% | 500.01K | 0.00 | 11.16M |
UPSTART HLDGS INCSOLE | COM | 1.11M | SH | $167.99M 12.89% | 185.04K | 0.00 | 925.26K |
COINBASE GLOBAL INCSOLE | COM CL A | 422.67K | SH | $106.67M 8.18% | 41.02K | 0.00 | 381.65K |
FINVOLUTION GROUPSOLE | SPONSORED ADS | 14.20M | SH | $70.02M 5.37% | 566.80K | 0.00 | 13.64M |
SEA LTDSOLE | SPONSORD ADS | 282.57K | SH | $63.21M 4.85% | 26.17K | 0.00 | 256.40K |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 2.19M | SH | $60.79M 4.66% | 75.28K | 0.00 | 2.12M |
UPWORK INCSOLE | COM | 1.04M | SH | $35.66M 2.74% | 174.69K | 0.00 | 869.17K |
SNOWFLAKE INCSOLE | CL A | 91.15K | SH | $30.88M 2.37% | 0.00 | 0.00 | 91.15K |
PALO ALTO NETWORKS INCSOLE | COM | 51.40K | SH | $28.61M 2.20% | 0.00 | 0.00 | 51.40K |
UP FINTECH HLDG LTDSOLE | SPONSORED ADS | 5.12M | SH | $25.16M 1.93% | 385.63K | 0.00 | 4.74M |
BITFARMS LTDSOLE | COM | 4.62M | SH | $23.35M 1.79% | 0.00 | 0.00 | 4.62M |
ASANA INCSOLE | CL A | 244.88K | SH | $18.26M 1.40% | 0.00 | 0.00 | 244.88K |
SILVERGATE CAP CORPSOLE | CL A | 115.22K | SH | $17.08M 1.31% | 4.25K | 0.00 | 110.97K |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 392.35K | SH | $16.99M 1.30% | 25K | 0.00 | 367.35K |
ALPHABET INCSOLE | CAP STK CL A | 5.82K | SH | $16.85M 1.29% | 0.00 | 0.00 | 5.82K |
ALPHABET INCSOLE | CAP STK CL C | 4.56K | SH | $13.19M 1.01% | 4.56K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 51.86K | SH | $11.63M 0.89% | 0.00 | 0.00 | 51.86K |
AMAZON COM INCSOLE | COM | 3.32K | SH | $11.06M 0.85% | 3.30K | 0.00 | 12.00 |
ZOOM VIDEO COMMUNICATIONS INSOLE | CL A | 59.73K | SH | $10.98M 0.84% | 4.14K | 0.00 | 55.59K |
MARATHON DIGITAL HOLDINGS INSOLE | COM | 311.05K | SH | $10.22M 0.78% | 15.60K | 0.00 | 295.44K |
AMPLITUDE INCSOLE | COM CL A | 177.75K | SH | $9.41M 0.72% | 0.00 | 0.00 | 177.75K |
ETSY INCSOLE | COM | 42.21K | SH | $9.24M 0.71% | 10.38K | 0.00 | 31.83K |
MICROSOFT CORPSOLE | COM | 19.01K | SH | $6.39M 0.49% | 18.88K | 0.00 | 127.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 331.69K | SH | $5.89M 0.45% | 18.29K | 0.00 | 313.41K |
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