Filed: 2/12/2025ACC: 0002053305-25-000012
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 123 equity positions with a total reported market value of $490.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
123
Positions
$490.78M
Total AUM (reported)
52.28M
Total Shares
Allocation by class
COM$155.13M31.6%
SPONSORED ADS$70.12M14.3%
CL A$56.46M11.5%
CL A COM$55.70M11.3%
ORD SHS CL A$51.85M10.6%
SHS$48.36M9.9%
AMERICAN DEP$22.88M4.7%
Portfolio Concentration
Top 3$168.01M34.2%
4–10$155.13M31.6%
11–25$111.19M22.7%
Rest$56.45M11.5%
Top 3 weight
34.2%
Top 10 weight
65.8%
Voting Authority Distribution
Total shares with voting rights: 51.49M
Sole
Full voting authority
1.62M
shares
% of voting shares3.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
49.87M
shares
% of voting shares96.9%
Investment Discretion (by position count)
Sole123
Shared0
Other0
Dominant voting typeNone · 96.9% of voting shares
Institutional Holdings123
Rows:
FINVOLUTION GROUP
SOLEShares12.30M
TypeSH
Market value$61.02M
12.43%
Sole
391.94K
Shared
0.00
None
11.91M
DUOLINGO INC
SOLEShares775.08K
TypeSH
Market value$55.13M
11.23%
Sole
27.10K
Shared
0.00
None
747.98K
NU HLDGS LTD
SOLEShares12.74M
TypeSH
Market value$51.85M
10.56%
Sole
460.20K
Shared
0.00
None
12.28M
MONDAY COM LTD
SOLEShares265.73K
TypeSH
Market value$32.42M
6.61%
Sole
10.51K
Shared
0.00
None
255.22K
UBER TECHNOLOGIES INC
SOLEShares1.07M
TypeSH
Market value$26.51M
5.40%
Sole
0.00
Shared
0.00
None
1.07M
360 DIGITECH INC
SOLEShares1.12M
TypeSH
Market value$22.88M
4.66%
Sole
36.48K
Shared
0.00
None
1.09M
SHOPIFY INC
SOLEShares631.92K
TypeSH
Market value$21.93M
4.47%
Sole
10.07K
Shared
0.00
None
596.84K
MICROSOFT CORP
SOLEShares91K
TypeSH
Market value$21.82M
4.45%
Sole
0.00
Shared
0.00
None
91K
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares549.70K
TypeSH
Market value$15.16M
3.09%
Sole
0.00
Shared
0.00
None
549.70K
OPENDOOR TECHNOLOGIES INC
SOLEShares12.41M
TypeSH
Market value$14.39M
2.93%
Sole
303.44K
Shared
0.00
None
11.61M
AMAZON COM INC
SOLEShares160.48K
TypeSH
Market value$13.48M
2.75%
Sole
0.00
Shared
0.00
None
160.48K
OKTA INC
SOLEShares192.92K
TypeSH
Market value$13.18M
2.69%
Sole
0.00
Shared
0.00
None
192.92K
PALO ALTO NETWORKS INC
SOLEShares90.07K
TypeSH
Market value$12.57M
2.56%
Sole
0.00
Shared
0.00
None
90.07K
NETFLIX INC
SOLEShares37.72K
TypeSH
Market value$11.12M
2.27%
Sole
0.00
Shared
0.00
None
37.72K
SEA LTD
SOLEShares154.34K
TypeSH
Market value$8.03M
1.64%
Sole
0.00
Shared
0.00
None
114.34K
SERVICENOW INC
SOLEShares19.39K
TypeSH
Market value$7.53M
1.53%
Sole
0.00
Shared
0.00
None
19.39K
META PLATFORMS INC
SOLEShares58.91K
TypeSH
Market value$7.09M
1.44%
Sole
0.00
Shared
0.00
None
58.91K
TWILIO INC
SOLEShares126.84K
TypeSH
Market value$6.21M
1.27%
Sole
0.00
Shared
0.00
None
116.84K
UPWORK INC
SOLEShares559.01K
TypeSH
Market value$5.84M
1.19%
Sole
7.66K
Shared
0.00
None
551.35K
HIMS & HERS HEALTH INC
SOLEShares902.13K
TypeSH
Market value$5.78M
1.18%
Sole
0.00
Shared
0.00
None
902.13K
CREDICORP LTD
SOLEShares38.36K
TypeSH
Market value$5.20M
1.06%
Sole
0.00
Shared
0.00
None
38.36K
AIRBNB INC
SOLEShares50.78K
TypeSH
Market value$4.34M
0.88%
Sole
0.00
Shared
0.00
None
50.78K
COINBASE GLOBAL INC
SOLEShares114.63K
TypeSH
Market value$4.06M
0.83%
Sole
0.00
Shared
0.00
None
104.63K
RIOT BLOCKCHAIN INC
SOLEShares1.04M
TypeSH
Market value$3.52M
0.72%
Sole
0.00
Shared
0.00
None
1.04M
SOFI TECHNOLOGIES INC
SOLEShares701.78K
TypeSH
Market value$3.24M
0.66%
Sole
0.00
Shared
0.00
None
701.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FINVOLUTION GROUPSOLE | SPONSORED ADS | 12.30M | SH | $61.02M 12.43% | 391.94K | 0.00 | 11.91M |
DUOLINGO INCSOLE | CL A COM | 775.08K | SH | $55.13M 11.23% | 27.10K | 0.00 | 747.98K |
NU HLDGS LTDSOLE | ORD SHS CL A | 12.74M | SH | $51.85M 10.56% | 460.20K | 0.00 | 12.28M |
MONDAY COM LTDSOLE | SHS | 265.73K | SH | $32.42M 6.61% | 10.51K | 0.00 | 255.22K |
UBER TECHNOLOGIES INCSOLE | COM | 1.07M | SH | $26.51M 5.40% | 0.00 | 0.00 | 1.07M |
360 DIGITECH INCSOLE | AMERICAN DEP | 1.12M | SH | $22.88M 4.66% | 36.48K | 0.00 | 1.09M |
SHOPIFY INCSOLE | CL A | 631.92K | SH | $21.93M 4.47% | 10.07K | 0.00 | 596.84K |
MICROSOFT CORPSOLE | COM | 91K | SH | $21.82M 4.45% | 0.00 | 0.00 | 91K |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 549.70K | SH | $15.16M 3.09% | 0.00 | 0.00 | 549.70K |
OPENDOOR TECHNOLOGIES INCSOLE | COM | 12.41M | SH | $14.39M 2.93% | 303.44K | 0.00 | 11.61M |
AMAZON COM INCSOLE | COM | 160.48K | SH | $13.48M 2.75% | 0.00 | 0.00 | 160.48K |
OKTA INCSOLE | CL A | 192.92K | SH | $13.18M 2.69% | 0.00 | 0.00 | 192.92K |
PALO ALTO NETWORKS INCSOLE | COM | 90.07K | SH | $12.57M 2.56% | 0.00 | 0.00 | 90.07K |
NETFLIX INCSOLE | COM | 37.72K | SH | $11.12M 2.27% | 0.00 | 0.00 | 37.72K |
SEA LTDSOLE | SPONSORED ADS | 154.34K | SH | $8.03M 1.64% | 0.00 | 0.00 | 114.34K |
SERVICENOW INCSOLE | COM | 19.39K | SH | $7.53M 1.53% | 0.00 | 0.00 | 19.39K |
META PLATFORMS INCSOLE | CL A | 58.91K | SH | $7.09M 1.44% | 0.00 | 0.00 | 58.91K |
TWILIO INCSOLE | CL A | 126.84K | SH | $6.21M 1.27% | 0.00 | 0.00 | 116.84K |
UPWORK INCSOLE | COM | 559.01K | SH | $5.84M 1.19% | 7.66K | 0.00 | 551.35K |
HIMS & HERS HEALTH INCSOLE | COM CL A | 902.13K | SH | $5.78M 1.18% | 0.00 | 0.00 | 902.13K |
CREDICORP LTDSOLE | COM | 38.36K | SH | $5.20M 1.06% | 0.00 | 0.00 | 38.36K |
AIRBNB INCSOLE | COM CL A | 50.78K | SH | $4.34M 0.88% | 0.00 | 0.00 | 50.78K |
COINBASE GLOBAL INCSOLE | COM CL A | 114.63K | SH | $4.06M 0.83% | 0.00 | 0.00 | 104.63K |
RIOT BLOCKCHAIN INCSOLE | COM | 1.04M | SH | $3.52M 0.72% | 0.00 | 0.00 | 1.04M |
SOFI TECHNOLOGIES INCSOLE | COM | 701.78K | SH | $3.24M 0.66% | 0.00 | 0.00 | 701.78K |
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