Filed: 2/12/2025ACC: 0002053305-25-000011
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 133 equity positions with a total reported market value of $533.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
133
Positions
$533.85M
Total AUM (reported)
53.26M
Total Shares
Allocation by class
COM$170.15M31.9%
CL A$79.10M14.8%
SHS$68.87M12.9%
SPONSORED ADS$59.75M11.2%
ORD SHS CL A$53.75M10.1%
AMERICAN DEP$43.91M8.2%
CL A COM$32.74M6.1%
Portfolio Concentration
Top 3$158.85M29.8%
4–10$191.00M35.8%
11–25$124.87M23.4%
Rest$59.14M11.1%
Top 3 weight
29.8%
Top 10 weight
65.5%
Voting Authority Distribution
Total shares with voting rights: 52.02M
Sole
Full voting authority
1.67M
shares
% of voting shares3.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
50.35M
shares
% of voting shares96.8%
Investment Discretion (by position count)
Sole133
Shared0
Other0
Dominant voting typeNone · 96.8% of voting shares
Institutional Holdings133
Rows:
FINVOLUTION GROUP
SOLEShares13.70M
TypeSH
Market value$58.63M
10.98%
Sole
391.94K
Shared
0.00
None
13.31M
NU HLDGS LTD
SOLEShares12.22M
TypeSH
Market value$53.75M
10.07%
Sole
320.60K
Shared
0.00
None
11.90M
MONDAY COM LTD
SOLEShares409.97K
TypeSH
Market value$46.47M
8.70%
Sole
10.93K
Shared
0.00
None
399.05K
360 DIGITECH INC
SOLEShares3.42M
TypeSH
Market value$43.91M
8.22%
Sole
118.66K
Shared
0.00
None
3.31M
DUOLINGO INC
SOLEShares343.81K
TypeSH
Market value$32.74M
6.13%
Sole
19.31K
Shared
0.00
None
324.50K
OPENDOOR TECHNOLOGIES INC
SOLEShares9.29M
TypeSH
Market value$28.90M
5.41%
Sole
326.45K
Shared
0.00
None
8.47M
OKTA INC
SOLEShares396.46K
TypeSH
Market value$22.55M
4.22%
Sole
0.00
Shared
0.00
None
396.46K
TWILIO INC
SOLEShares313.49K
TypeSH
Market value$21.67M
4.06%
Sole
0.00
Shared
0.00
None
313.49K
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares677.36K
TypeSH
Market value$20.79M
3.90%
Sole
7.32K
Shared
0.00
None
670.04K
ASANA INC
SOLEShares919.04K
TypeSH
Market value$20.43M
3.83%
Sole
11.86K
Shared
0.00
None
907.18K
UPWORK INC
SOLEShares1.22M
TypeSH
Market value$16.60M
3.11%
Sole
14.09K
Shared
0.00
None
1.20M
AMAZON COM INC
SOLEShares140.88K
TypeSH
Market value$15.92M
2.98%
Sole
0.00
Shared
0.00
None
140.88K
NETFLIC INC
SOLEShares65.80K
TypeSH
Market value$15.49M
2.90%
Sole
0.00
Shared
0.00
None
64K
MICROSOFT CORP
SOLEShares57.78K
TypeSH
Market value$13.46M
2.52%
Sole
0.00
Shared
0.00
None
57.78K
SERVICENOW INC
SOLEShares30.73K
TypeSH
Market value$11.60M
2.17%
Sole
0.00
Shared
0.00
None
30.73K
SILVERGATE CAP CORP
SOLEShares105.66K
TypeSH
Market value$7.96M
1.49%
Sole
0.00
Shared
0.00
None
105.66K
SNOWFLAKE INC
SOLEShares39.37K
TypeSH
Market value$6.69M
1.25%
Sole
0.00
Shared
0.00
None
39.37K
RIOT BLOCKCHAIN INC
SOLEShares947.25K
TypeSH
Market value$6.64M
1.24%
Sole
0.00
Shared
0.00
None
947.25K
BLOCK INC
SOLEShares119.35K
TypeSH
Market value$6.56M
1.23%
Sole
0.00
Shared
0.00
None
119.35K
IRIS ENERGY LTD
SOLEShares1.26M
TypeSH
Market value$5.19M
0.97%
Sole
0.00
Shared
0.00
None
1.26M
SOFI TECHNOLOGIES INC
SOLEShares952.29K
TypeSH
Market value$4.65M
0.87%
Sole
0.00
Shared
0.00
None
952.29K
META PLATFORMS INC
SOLEShares29.99K
TypeSH
Market value$4.07M
0.76%
Sole
0.00
Shared
0.00
None
29.99K
REMITLY GLOBAL INC
SOLEShares349.65K
TypeSH
Market value$3.89M
0.73%
Sole
0.00
Shared
0.00
None
349.65K
PALO ALTO NETWORKS INC
SOLEShares19.96K
TypeSH
Market value$3.27M
0.61%
Sole
0.00
Shared
0.00
None
19.96K
CREDICORP LTD
SOLEShares23.46K
TypeSH
Market value$2.88M
0.54%
Sole
0.00
Shared
0.00
None
23.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FINVOLUTION GROUPSOLE | SPONSORED ADS | 13.70M | SH | $58.63M 10.98% | 391.94K | 0.00 | 13.31M |
NU HLDGS LTDSOLE | ORD SHS CL A | 12.22M | SH | $53.75M 10.07% | 320.60K | 0.00 | 11.90M |
MONDAY COM LTDSOLE | SHS | 409.97K | SH | $46.47M 8.70% | 10.93K | 0.00 | 399.05K |
360 DIGITECH INCSOLE | AMERICAN DEP | 3.42M | SH | $43.91M 8.22% | 118.66K | 0.00 | 3.31M |
DUOLINGO INCSOLE | CL A COM | 343.81K | SH | $32.74M 6.13% | 19.31K | 0.00 | 324.50K |
OPENDOOR TECHNOLOGIES INCSOLE | COM | 9.29M | SH | $28.90M 5.41% | 326.45K | 0.00 | 8.47M |
OKTA INCSOLE | COM | 396.46K | SH | $22.55M 4.22% | 0.00 | 0.00 | 396.46K |
TWILIO INCSOLE | CL A | 313.49K | SH | $21.67M 4.06% | 0.00 | 0.00 | 313.49K |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 677.36K | SH | $20.79M 3.90% | 7.32K | 0.00 | 670.04K |
ASANA INCSOLE | CL A | 919.04K | SH | $20.43M 3.83% | 11.86K | 0.00 | 907.18K |
UPWORK INCSOLE | COM | 1.22M | SH | $16.60M 3.11% | 14.09K | 0.00 | 1.20M |
AMAZON COM INCSOLE | COM | 140.88K | SH | $15.92M 2.98% | 0.00 | 0.00 | 140.88K |
NETFLIC INCSOLE | COM | 65.80K | SH | $15.49M 2.90% | 0.00 | 0.00 | 64K |
MICROSOFT CORPSOLE | COM | 57.78K | SH | $13.46M 2.52% | 0.00 | 0.00 | 57.78K |
SERVICENOW INCSOLE | COM | 30.73K | SH | $11.60M 2.17% | 0.00 | 0.00 | 30.73K |
SILVERGATE CAP CORPSOLE | CL A | 105.66K | SH | $7.96M 1.49% | 0.00 | 0.00 | 105.66K |
SNOWFLAKE INCSOLE | CL A | 39.37K | SH | $6.69M 1.25% | 0.00 | 0.00 | 39.37K |
RIOT BLOCKCHAIN INCSOLE | COM | 947.25K | SH | $6.64M 1.24% | 0.00 | 0.00 | 947.25K |
BLOCK INCSOLE | CL A | 119.35K | SH | $6.56M 1.23% | 0.00 | 0.00 | 119.35K |
IRIS ENERGY LTDSOLE | ORDINARY SHARES | 1.26M | SH | $5.19M 0.97% | 0.00 | 0.00 | 1.26M |
SOFI TECHNOLOGIES INCSOLE | COM | 952.29K | SH | $4.65M 0.87% | 0.00 | 0.00 | 952.29K |
META PLATFORMS INCSOLE | CL A | 29.99K | SH | $4.07M 0.76% | 0.00 | 0.00 | 29.99K |
REMITLY GLOBAL INCSOLE | COM | 349.65K | SH | $3.89M 0.73% | 0.00 | 0.00 | 349.65K |
PALO ALTO NETWORKS INCSOLE | COM | 19.96K | SH | $3.27M 0.61% | 0.00 | 0.00 | 19.96K |
CREDICORP LTDSOLE | COM | 23.46K | SH | $2.88M 0.54% | 0.00 | 0.00 | 23.46K |
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