Filed: 2/12/2025ACC: 0002053305-25-000013
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 132 equity positions with a total reported market value of $682.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
132
Positions
$682.16M
Total AUM (reported)
68.48M
Total Shares
Allocation by class
COM$209.43M30.7%
ORD SHS CL A$97.56M14.3%
COM CL A$96.09M14.1%
CL A$70.70M10.4%
CL A COM$66.80M9.8%
SPONSORED ADS$47.54M7.0%
CAP STK CL A$26.57M3.9%
Portfolio Concentration
Top 3$241.80M35.4%
4–10$216.08M31.7%
11–25$138.91M20.4%
Rest$85.37M12.5%
Top 3 weight
35.4%
Top 10 weight
67.1%
Voting Authority Distribution
Total shares with voting rights: 67.10M
Sole
Full voting authority
2.46M
shares
% of voting shares3.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
64.63M
shares
% of voting shares96.3%
Investment Discretion (by position count)
Sole132
Shared0
Other0
Dominant voting typeNone · 96.3% of voting shares
Institutional Holdings132
Rows:
NU HLDGS LTD
SOLEShares20.50M
TypeSH
Market value$97.56M
14.30%
Sole
759.20K
Shared
0.00
None
19.74M
HIMS & HERS HEALTH INC
SOLEShares7.81M
TypeSH
Market value$77.44M
11.35%
Sole
294.40K
Shared
0.00
None
7.51M
DUOLINGO INC
SOLEShares468.48K
TypeSH
Market value$66.80M
9.79%
Sole
18K
Shared
0.00
None
450.48K
MICROSOFT CORP
SOLEShares168.59K
TypeSH
Market value$48.61M
7.13%
Sole
22.49K
Shared
0.00
None
135.10K
FINVOLUTION GROUP
SOLEShares10.97M
TypeSH
Market value$45.74M
6.70%
Sole
391.94K
Shared
0.00
None
10.58M
META PLATFORMS INC
SOLEShares131.39K
TypeSH
Market value$27.85M
4.08%
Sole
5.28K
Shared
0.00
None
126.11K
ALPHABET INC
SOLEShares256.17K
TypeSH
Market value$26.57M
3.90%
Sole
10.68K
Shared
0.00
None
155.49K
UBER TECHNOLOGIES INC
SOLEShares781.71K
TypeSH
Market value$24.78M
3.63%
Sole
0.00
Shared
0.00
None
781.71K
SHOPIFY INC
SOLEShares510.37K
TypeSH
Market value$24.47M
3.59%
Sole
0.00
Shared
0.00
None
450.37K
AMAZON COM INC
SOLEShares174.91K
TypeSH
Market value$18.07M
2.65%
Sole
0.00
Shared
0.00
None
174.91K
TESLA INC
SOLEShares76.07K
TypeSH
Market value$15.78M
2.31%
Sole
0.00
Shared
0.00
None
76.07K
PALO ALTO NETWORKS INC
SOLEShares75.56K
TypeSH
Market value$15.09M
2.21%
Sole
0.00
Shared
0.00
None
75.56K
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares541.96K
TypeSH
Market value$13.26M
1.94%
Sole
0.00
Shared
0.00
None
541.96K
COINBASE GLOBAL INC
SOLEShares151.06K
TypeSH
Market value$10.21M
1.50%
Sole
0.00
Shared
0.00
None
71.06K
MARATHON DIGITAL HOLDINGS IN
SOLEShares1.10M
TypeSH
Market value$9.62M
1.41%
Sole
0.00
Shared
0.00
None
1.10M
OKTA INC
SOLEShares109.09K
TypeSH
Market value$9.41M
1.38%
Sole
0.00
Shared
0.00
None
109.09K
IRIS ENERGY LTD
SOLEShares2.90M
TypeSH
Market value$8.88M
1.30%
Sole
0.00
Shared
0.00
None
2.90M
MICRON TECHNOLOGY INC
SOLEShares143.31K
TypeSH
Market value$8.65M
1.27%
Sole
0.00
Shared
0.00
None
143.31K
OPENDOOR TECHNOLOGIES INC
SOLEShares4.91M
TypeSH
Market value$8.65M
1.27%
Sole
616.37K
Shared
0.00
None
3.80M
NVIDIA CORPORATION
SOLEShares29.25K
TypeSH
Market value$8.12M
1.19%
Sole
4.09K
Shared
0.00
None
25.16K
CRITEO S A
SOLEShares255.76K
TypeSH
Market value$8.06M
1.18%
Sole
0.00
Shared
0.00
None
255.76K
RIOT BLOCKCHAIN INC
SOLEShares661.20K
TypeSH
Market value$6.61M
0.97%
Sole
0.00
Shared
0.00
None
661.20K
SEA LTD
SOLEShares74.51K
TypeSH
Market value$6.45M
0.95%
Sole
0.00
Shared
0.00
None
34.51K
PAGAYA TECHNOLOGIES LTD
SOLEShares4.98M
TypeSH
Market value$5.08M
0.74%
Sole
0.00
Shared
0.00
None
4.98M
BLOCK INC
SOLEShares73.51K
TypeSH
Market value$5.05M
0.74%
Sole
0.00
Shared
0.00
None
53.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 20.50M | SH | $97.56M 14.30% | 759.20K | 0.00 | 19.74M |
HIMS & HERS HEALTH INCSOLE | COM CL A | 7.81M | SH | $77.44M 11.35% | 294.40K | 0.00 | 7.51M |
DUOLINGO INCSOLE | CL A COM | 468.48K | SH | $66.80M 9.79% | 18K | 0.00 | 450.48K |
MICROSOFT CORPSOLE | COM | 168.59K | SH | $48.61M 7.13% | 22.49K | 0.00 | 135.10K |
FINVOLUTION GROUPSOLE | SPONSORED ADS | 10.97M | SH | $45.74M 6.70% | 391.94K | 0.00 | 10.58M |
META PLATFORMS INCSOLE | CL A | 131.39K | SH | $27.85M 4.08% | 5.28K | 0.00 | 126.11K |
ALPHABET INCSOLE | CAP STK CL A | 256.17K | SH | $26.57M 3.90% | 10.68K | 0.00 | 155.49K |
UBER TECHNOLOGIES INCSOLE | COM | 781.71K | SH | $24.78M 3.63% | 0.00 | 0.00 | 781.71K |
SHOPIFY INCSOLE | CL A | 510.37K | SH | $24.47M 3.59% | 0.00 | 0.00 | 450.37K |
AMAZON COM INCSOLE | COM | 174.91K | SH | $18.07M 2.65% | 0.00 | 0.00 | 174.91K |
TESLA INCSOLE | COM | 76.07K | SH | $15.78M 2.31% | 0.00 | 0.00 | 76.07K |
PALO ALTO NETWORKS INCSOLE | COM | 75.56K | SH | $15.09M 2.21% | 0.00 | 0.00 | 75.56K |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 541.96K | SH | $13.26M 1.94% | 0.00 | 0.00 | 541.96K |
COINBASE GLOBAL INCSOLE | COM CL A | 151.06K | SH | $10.21M 1.50% | 0.00 | 0.00 | 71.06K |
MARATHON DIGITAL HOLDINGS INSOLE | COM | 1.10M | SH | $9.62M 1.41% | 0.00 | 0.00 | 1.10M |
OKTA INCSOLE | CL A | 109.09K | SH | $9.41M 1.38% | 0.00 | 0.00 | 109.09K |
IRIS ENERGY LTDSOLE | ORDINARY SHARES | 2.90M | SH | $8.88M 1.30% | 0.00 | 0.00 | 2.90M |
MICRON TECHNOLOGY INCSOLE | COM | 143.31K | SH | $8.65M 1.27% | 0.00 | 0.00 | 143.31K |
OPENDOOR TECHNOLOGIES INCSOLE | COM | 4.91M | SH | $8.65M 1.27% | 616.37K | 0.00 | 3.80M |
NVIDIA CORPORATIONSOLE | COM | 29.25K | SH | $8.12M 1.19% | 4.09K | 0.00 | 25.16K |
CRITEO S ASOLE | SPONS ADS | 255.76K | SH | $8.06M 1.18% | 0.00 | 0.00 | 255.76K |
RIOT BLOCKCHAIN INCSOLE | COM | 661.20K | SH | $6.61M 0.97% | 0.00 | 0.00 | 661.20K |
SEA LTDSOLE | SPONSORD ADS | 74.51K | SH | $6.45M 0.95% | 0.00 | 0.00 | 34.51K |
PAGAYA TECHNOLOGIES LTDSOLE | CL A SHS | 4.98M | SH | $5.08M 0.74% | 0.00 | 0.00 | 4.98M |
BLOCK INCSOLE | CL A | 73.51K | SH | $5.05M 0.74% | 0.00 | 0.00 | 53.51K |
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