Filed: 2/12/2025ACC: 0002053305-25-000010
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 103 equity positions with a total reported market value of $735.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
103
Positions
$735.41M
Total AUM (reported)
67.15M
Total Shares
Allocation by class
COM$291.04M39.6%
CL A$103.44M14.1%
SPONSORED ADS$79.72M10.8%
AMERICAN DEP$78.25M10.6%
CL A COM$50.20M6.8%
ORD SHS CL A$34.52M4.7%
SHS$32.05M4.4%
Portfolio Concentration
Top 3$241.44M32.8%
4–10$240.54M32.7%
11–25$187.77M25.5%
Rest$65.66M8.9%
Top 3 weight
32.8%
Top 10 weight
65.5%
Voting Authority Distribution
Total shares with voting rights: 59.82M
Sole
Full voting authority
1.71M
shares
% of voting shares2.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
58.11M
shares
% of voting shares97.1%
Investment Discretion (by position count)
Sole103
Shared0
Other0
Dominant voting typeNone · 97.1% of voting shares
Institutional Holdings103
Rows:
OPENDOOR TECHNOLOGIES INC
SOLEShares20.70M
TypeSH
Market value$97.49M
13.26%
Sole
195.13K
Shared
0.00
None
14.10M
360 DIGITECH INC
SOLEShares4.52M
TypeSH
Market value$78.25M
10.64%
Sole
117.57K
Shared
0.00
None
4.41M
FINVOLUTION GROUP
SOLEShares13.83M
TypeSH
Market value$65.70M
8.93%
Sole
391.94K
Shared
0.00
None
13.44M
DUOLINGO INC
SOLEShares573.33K
TypeSH
Market value$50.20M
6.83%
Sole
26.24K
Shared
0.00
None
547.09K
NU HLDGS LTD
SOLEShares9.23M
TypeSH
Market value$34.52M
4.69%
Sole
275.06K
Shared
0.00
None
8.96M
META PLATFORMS INC
SOLEShares213.43K
TypeSH
Market value$34.42M
4.68%
Sole
2.77K
Shared
0.00
None
210.66K
UPWORK INC
SOLEShares1.58M
TypeSH
Market value$32.69M
4.44%
Sole
14.09K
Shared
0.00
None
1.57M
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares1.21M
TypeSH
Market value$31.00M
4.22%
Sole
16.32K
Shared
0.00
None
1.19M
ALPHABET INC
SOLEShares13.74K
TypeSH
Market value$29.94M
4.07%
Sole
271.00
Shared
0.00
None
13.47K
OKTA INC
SOLEShares307.34K
TypeSH
Market value$27.78M
3.78%
Sole
3.23K
Shared
0.00
None
304.12K
SERVICENOW INC
SOLEShares48.19K
TypeSH
Market value$22.91M
3.12%
Sole
1.39K
Shared
0.00
None
46.80K
TWILIO INC
SOLEShares270.47K
TypeSH
Market value$22.67M
3.08%
Sole
4.84K
Shared
0.00
None
265.63K
PALO ALTO NETWORKS INC
SOLEShares44.73K
TypeSH
Market value$22.10M
3.00%
Sole
0.00
Shared
0.00
None
44.73K
SOFI TECHNOLOGIES INC
SOLEShares4.12M
TypeSH
Market value$21.70M
2.95%
Sole
0.00
Shared
0.00
None
4.12M
UPSTART HLDGS INC
SOLEShares605.84K
TypeSH
Market value$19.16M
2.60%
Sole
11.25K
Shared
0.00
None
21.39K
MICROSOFT CORP
SOLEShares60.23K
TypeSH
Market value$15.47M
2.10%
Sole
0.00
Shared
0.00
None
60.23K
AMAZON COM INC
SOLEShares140.04K
TypeSH
Market value$14.87M
2.02%
Sole
0.00
Shared
0.00
None
140.04K
UP FINTECH HLDG LTD
SOLEShares1.87M
TypeSH
Market value$8.79M
1.20%
Sole
0.00
Shared
0.00
None
1.87M
COINBASE GLOBAL INC
SOLEShares169.69K
TypeSH
Market value$7.98M
1.08%
Sole
0.00
Shared
0.00
None
128.69K
SVB FINANCIAL GROUP
SOLEShares19.44K
TypeSH
Market value$7.68M
1.04%
Sole
0.00
Shared
0.00
None
19.44K
NETFLIX INC
SOLEShares37.27K
TypeSH
Market value$6.52M
0.89%
Sole
0.00
Shared
0.00
None
37.27K
SEA LTD
SOLEShares95.88K
TypeSH
Market value$6.41M
0.87%
Sole
0.00
Shared
0.00
None
47.88K
BLOCK INC
SOLEShares73.34K
TypeSH
Market value$4.51M
0.61%
Sole
0.00
Shared
0.00
None
73.34K
SILVERGATE CAP CORP
SOLEShares66.85K
TypeSH
Market value$3.58M
0.49%
Sole
0.00
Shared
0.00
None
66.85K
CARVANA CO
SOLEShares152.03K
TypeSH
Market value$3.43M
0.47%
Sole
0.00
Shared
0.00
None
127.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
OPENDOOR TECHNOLOGIES INCSOLE | COM | 20.70M | SH | $97.49M 13.26% | 195.13K | 0.00 | 14.10M |
360 DIGITECH INCSOLE | AMERICAN DEP | 4.52M | SH | $78.25M 10.64% | 117.57K | 0.00 | 4.41M |
FINVOLUTION GROUPSOLE | SPONSORED ADS | 13.83M | SH | $65.70M 8.93% | 391.94K | 0.00 | 13.44M |
DUOLINGO INCSOLE | CL A COM | 573.33K | SH | $50.20M 6.83% | 26.24K | 0.00 | 547.09K |
NU HLDGS LTDSOLE | ORD SHS CL A | 9.23M | SH | $34.52M 4.69% | 275.06K | 0.00 | 8.96M |
META PLATFORMS INCSOLE | CL A | 213.43K | SH | $34.42M 4.68% | 2.77K | 0.00 | 210.66K |
UPWORK INCSOLE | COM | 1.58M | SH | $32.69M 4.44% | 14.09K | 0.00 | 1.57M |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 1.21M | SH | $31.00M 4.22% | 16.32K | 0.00 | 1.19M |
ALPHABET INCSOLE | CAP STK CL A | 13.74K | SH | $29.94M 4.07% | 271.00 | 0.00 | 13.47K |
OKTA INCSOLE | CL A | 307.34K | SH | $27.78M 3.78% | 3.23K | 0.00 | 304.12K |
SERVICENOW INCSOLE | COM | 48.19K | SH | $22.91M 3.12% | 1.39K | 0.00 | 46.80K |
TWILIO INCSOLE | CL A | 270.47K | SH | $22.67M 3.08% | 4.84K | 0.00 | 265.63K |
PALO ALTO NETWORKS INCSOLE | COM | 44.73K | SH | $22.10M 3.00% | 0.00 | 0.00 | 44.73K |
SOFI TECHNOLOGIES INCSOLE | COM | 4.12M | SH | $21.70M 2.95% | 0.00 | 0.00 | 4.12M |
UPSTART HLDGS INCSOLE | COM | 605.84K | SH | $19.16M 2.60% | 11.25K | 0.00 | 21.39K |
MICROSOFT CORPSOLE | COM | 60.23K | SH | $15.47M 2.10% | 0.00 | 0.00 | 60.23K |
AMAZON COM INCSOLE | COM | 140.04K | SH | $14.87M 2.02% | 0.00 | 0.00 | 140.04K |
UP FINTECH HLDG LTDSOLE | SPONSORED ADS | 1.87M | SH | $8.79M 1.20% | 0.00 | 0.00 | 1.87M |
COINBASE GLOBAL INCSOLE | COM CL A | 169.69K | SH | $7.98M 1.08% | 0.00 | 0.00 | 128.69K |
SVB FINANCIAL GROUPSOLE | COM | 19.44K | SH | $7.68M 1.04% | 0.00 | 0.00 | 19.44K |
NETFLIX INCSOLE | COM | 37.27K | SH | $6.52M 0.89% | 0.00 | 0.00 | 37.27K |
SEA LTDSOLE | SPONSORD ADS | 95.88K | SH | $6.41M 0.87% | 0.00 | 0.00 | 47.88K |
BLOCK INCSOLE | CL A | 73.34K | SH | $4.51M 0.61% | 0.00 | 0.00 | 73.34K |
SILVERGATE CAP CORPSOLE | CL A | 66.85K | SH | $3.58M 0.49% | 0.00 | 0.00 | 66.85K |
CARVANA COSOLE | CL A | 152.03K | SH | $3.43M 0.47% | 0.00 | 0.00 | 127.03K |
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