Filed: 2/12/2025ACC: 0002053305-25-000009
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 150 equity positions with a total reported market value of $1.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
150
Positions
$1.13B
Total AUM (reported)
68.34M
Total Shares
Allocation by class
COM$589.51M52.0%
COM CL A$110.65M9.8%
SPONSORED ADS$96.47M8.5%
AMERICAN DEP$91.33M8.1%
CL A$90.20M8.0%
CL A COM$63.00M5.6%
SHS$46.30M4.1%
Portfolio Concentration
Top 3$520.53M45.9%
4–10$317.72M28.0%
11–25$167.16M14.8%
Rest$127.48M11.3%
Top 3 weight
45.9%
Top 10 weight
74.0%
Voting Authority Distribution
Total shares with voting rights: 58.09M
Sole
Full voting authority
5.84M
shares
% of voting shares10.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
52.25M
shares
% of voting shares89.9%
Investment Discretion (by position count)
Sole150
Shared0
Other0
Dominant voting typeNone · 89.9% of voting shares
Institutional Holdings150
Rows:
OPENDOOR TECHNOLOGIES INC
SOLEShares25.94M
TypeSH
Market value$224.38M
19.81%
Sole
3.52M
Shared
0.00
None
13.53M
UPSTART HOLDINGS INC
SOLEShares1.88M
TypeSH
Market value$204.82M
18.08%
Sole
201.08K
Shared
0.00
None
977.83K
360 DIGITECH INC
SOLEShares5.93M
TypeSH
Market value$91.33M
8.06%
Sole
488.95K
Shared
0.00
None
5.45M
COINBASE GLOBAL INC
SOLEShares333.50K
TypeSH
Market value$63.32M
5.59%
Sole
0.00
Shared
0.00
None
327.10K
DUOLINGO INC
SOLEShares651.57K
TypeSH
Market value$61.97M
5.47%
Sole
49.48K
Shared
0.00
None
602.10K
FINVOLUTION GROUP
SOLEShares15.55M
TypeSH
Market value$61.74M
5.45%
Sole
491.80K
Shared
0.00
None
15.06M
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares1.65M
TypeSH
Market value$44.37M
3.92%
Sole
34.40K
Shared
0.00
None
1.62M
SVB FINANCIAL GROUP
SOLEShares56.08K
TypeSH
Market value$31.37M
2.77%
Sole
494.00
Shared
0.00
None
55.59K
AIRBNB INC
SOLEShares174.85K
TypeSH
Market value$30.03M
2.65%
Sole
1.65K
Shared
0.00
None
173.19K
ASANA INC
SOLEShares623.43K
TypeSH
Market value$24.92M
2.20%
Sole
14.71K
Shared
0.00
None
608.72K
UPWORK INC
SOLEShares809.35K
TypeSH
Market value$18.81M
1.66%
Sole
14.45K
Shared
0.00
None
794.90K
UP FINTECH HLDG LTD
SOLEShares3.35M
TypeSH
Market value$16.41M
1.45%
Sole
0.00
Shared
0.00
None
3.35M
NU HLDGS LTD
SOLEShares2.04M
TypeSH
Market value$15.73M
1.39%
Sole
232K
Shared
0.00
None
1.81M
SNOWFLAKE INC
SOLEShares67.14K
TypeSH
Market value$15.38M
1.36%
Sole
2.11K
Shared
0.00
None
65.03K
MICROSOFT CORP
SOLEShares44.55K
TypeSH
Market value$13.74M
1.21%
Sole
0.00
Shared
0.00
None
44.55K
PALO ALTO NETWORKS INC
SOLEShares20.52K
TypeSH
Market value$12.78M
1.13%
Sole
0.00
Shared
0.00
None
20.52K
TWILIO INC
SOLEShares72.46K
TypeSH
Market value$11.94M
1.05%
Sole
0.00
Shared
0.00
None
72.46K
NETFLIX INC
SOLEShares27.30K
TypeSH
Market value$10.23M
0.90%
Sole
0.00
Shared
0.00
None
27.30K
CROWDSTRIKE HLDGS INC
SOLEShares44.55K
TypeSH
Market value$10.12M
0.89%
Sole
3.46K
Shared
0.00
None
41.09K
PINDUODUO INC
SOLEShares250.50K
TypeSH
Market value$10.05M
0.89%
Sole
0.00
Shared
0.00
None
250.50K
SHOPIFY INC
SOLEShares11.38K
TypeSH
Market value$7.69M
0.68%
Sole
0.00
Shared
0.00
None
11.38K
SILVERGATE CAP CORP
SOLEShares44.63K
TypeSH
Market value$6.72M
0.59%
Sole
0.00
Shared
0.00
None
44.63K
BLOCK INC
SOLEShares47.55K
TypeSH
Market value$6.45M
0.57%
Sole
0.00
Shared
0.00
None
47.55K
OFFERPAD SOLUTIONS INC
SOLEShares1.14M
TypeSH
Market value$5.71M
0.50%
Sole
0.00
Shared
0.00
None
1.14M
LI AUTO INC
SOLEShares209.67K
TypeSH
Market value$5.41M
0.48%
Sole
27.11K
Shared
0.00
None
182.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
OPENDOOR TECHNOLOGIES INCSOLE | COM | 25.94M | SH | $224.38M 19.81% | 3.52M | 0.00 | 13.53M |
UPSTART HOLDINGS INCSOLE | COM | 1.88M | SH | $204.82M 18.08% | 201.08K | 0.00 | 977.83K |
360 DIGITECH INCSOLE | AMERICAN DEP | 5.93M | SH | $91.33M 8.06% | 488.95K | 0.00 | 5.45M |
COINBASE GLOBAL INCSOLE | COM CL A | 333.50K | SH | $63.32M 5.59% | 0.00 | 0.00 | 327.10K |
DUOLINGO INCSOLE | CL A COM | 651.57K | SH | $61.97M 5.47% | 49.48K | 0.00 | 602.10K |
FINVOLUTION GROUPSOLE | SPONSORED ADS | 15.55M | SH | $61.74M 5.45% | 491.80K | 0.00 | 15.06M |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 1.65M | SH | $44.37M 3.92% | 34.40K | 0.00 | 1.62M |
SVB FINANCIAL GROUPSOLE | COM | 56.08K | SH | $31.37M 2.77% | 494.00 | 0.00 | 55.59K |
AIRBNB INCSOLE | COM CL A | 174.85K | SH | $30.03M 2.65% | 1.65K | 0.00 | 173.19K |
ASANA INCSOLE | CL A | 623.43K | SH | $24.92M 2.20% | 14.71K | 0.00 | 608.72K |
UPWORK INCSOLE | COM | 809.35K | SH | $18.81M 1.66% | 14.45K | 0.00 | 794.90K |
UP FINTECH HLDG LTDSOLE | SPONSORED ADS | 3.35M | SH | $16.41M 1.45% | 0.00 | 0.00 | 3.35M |
NU HLDGS LTDSOLE | ORD SHS CL A | 2.04M | SH | $15.73M 1.39% | 232K | 0.00 | 1.81M |
SNOWFLAKE INCSOLE | CL A | 67.14K | SH | $15.38M 1.36% | 2.11K | 0.00 | 65.03K |
MICROSOFT CORPSOLE | COM | 44.55K | SH | $13.74M 1.21% | 0.00 | 0.00 | 44.55K |
PALO ALTO NETWORKS INCSOLE | COM | 20.52K | SH | $12.78M 1.13% | 0.00 | 0.00 | 20.52K |
TWILIO INCSOLE | CL A | 72.46K | SH | $11.94M 1.05% | 0.00 | 0.00 | 72.46K |
NETFLIX INCSOLE | COM | 27.30K | SH | $10.23M 0.90% | 0.00 | 0.00 | 27.30K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 44.55K | SH | $10.12M 0.89% | 3.46K | 0.00 | 41.09K |
PINDUODUO INCSOLE | SPONSORED ADS | 250.50K | SH | $10.05M 0.89% | 0.00 | 0.00 | 250.50K |
SHOPIFY INCSOLE | CL A | 11.38K | SH | $7.69M 0.68% | 0.00 | 0.00 | 11.38K |
SILVERGATE CAP CORPSOLE | CL A | 44.63K | SH | $6.72M 0.59% | 0.00 | 0.00 | 44.63K |
BLOCK INCSOLE | CL A | 47.55K | SH | $6.45M 0.57% | 0.00 | 0.00 | 47.55K |
OFFERPAD SOLUTIONS INCSOLE | COM CL A | 1.14M | SH | $5.71M 0.50% | 0.00 | 0.00 | 1.14M |
LI AUTO INCSOLE | SPONSORED ADS | 209.67K | SH | $5.41M 0.48% | 27.11K | 0.00 | 182.56K |
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