Filed: 2/12/2025ACC: 0002053305-25-000015
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $854.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$854.93M
Total AUM (reported)
96.42M
Total Shares
Allocation by class
COM$323.30M37.8%
ORD SHS CL A$145.99M17.1%
COM CL A$109.22M12.8%
CL A COM$38.23M4.5%
CL A$32.18M3.8%
COM NEW$27.24M3.2%
SPONSORED ADS$24.91M2.9%
Portfolio Concentration
Top 3$292.56M34.2%
4–10$249.65M29.2%
11–25$212.86M24.9%
Rest$99.87M11.7%
Top 3 weight
34.2%
Top 10 weight
63.4%
Voting Authority Distribution
Total shares with voting rights: 94.95M
Sole
Full voting authority
2.11M
shares
% of voting shares2.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
92.84M
shares
% of voting shares97.8%
Investment Discretion (by position count)
Sole117
Shared0
Other0
Dominant voting typeNone · 97.8% of voting shares
Institutional Holdings117
Rows:
NU HLDGS LTD
SOLEShares20.14M
TypeSH
Market value$145.99M
17.08%
Sole
1.46M
Shared
0.00
None
18.53M
MICROSOFT CORP
SOLEShares232.49K
TypeSH
Market value$73.41M
8.59%
Sole
3.02K
Shared
0.00
None
59.47K
AMAZON COM INC
SOLEShares575.46K
TypeSH
Market value$73.15M
8.56%
Sole
7.12K
Shared
0.00
None
193.34K
UBER TECHNOLOGIES INC
SOLEShares1.01M
TypeSH
Market value$46.49M
5.44%
Sole
12.74K
Shared
0.00
None
998.15K
AFFIRM HLDGS INC
SOLEShares2.14M
TypeSH
Market value$45.52M
5.32%
Sole
40.60K
Shared
0.00
None
2.10M
HIMS & HERS HEALTH INC
SOLEShares6.65M
TypeSH
Market value$41.81M
4.89%
Sole
0.00
Shared
0.00
None
6.65M
DUOLINGO INC
SOLEShares230.50K
TypeSH
Market value$38.23M
4.47%
Sole
6.15K
Shared
0.00
None
224.34K
NVIDIA CORPORATION
SOLEShares66.90K
TypeSH
Market value$29.10M
3.40%
Sole
0.00
Shared
0.00
None
66.90K
PAGAYA TECHNOLOGIES LTD
SOLEShares15.59M
TypeSH
Market value$24.63M
2.88%
Sole
107.69K
Shared
0.00
None
15.48M
IRIS ENERGY LTD
SOLEShares6.43M
TypeSH
Market value$23.86M
2.79%
Sole
124.55K
Shared
0.00
None
6.31M
TESLA INC
SOLEShares95.11K
TypeSH
Market value$23.80M
2.78%
Sole
2.25K
Shared
0.00
None
92.86K
FINVOLUTION GROUP
SOLEShares4.74M
TypeSH
Market value$23.61M
2.76%
Sole
0.00
Shared
0.00
None
4.74M
CRITEO S A
SOLEShares634.21K
TypeSH
Market value$18.52M
2.17%
Sole
0.00
Shared
0.00
None
634.21K
SEA LTD
SOLEShares381.27K
TypeSH
Market value$16.76M
1.96%
Sole
17.57K
Shared
0.00
None
363.70K
SHOPIFY INC
SOLEShares306.69K
TypeSH
Market value$16.74M
1.96%
Sole
13.28K
Shared
0.00
None
293.41K
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares387.71K
TypeSH
Market value$15.71M
1.84%
Sole
0.00
Shared
0.00
None
387.71K
AIRBNB INC
SOLEShares110.02K
TypeSH
Market value$15.10M
1.77%
Sole
0.00
Shared
0.00
None
110.02K
MICRON TECHNOLOGY INC
SOLEShares207.73K
TypeSH
Market value$14.13M
1.65%
Sole
0.00
Shared
0.00
None
207.73K
CLEANSPARK INC
SOLEShares3.21M
TypeSH
Market value$12.24M
1.43%
Sole
0.00
Shared
0.00
None
3.21M
FARFETCH LTD
SOLEShares5.64M
TypeSH
Market value$11.79M
1.38%
Sole
0.00
Shared
0.00
None
5.64M
ALPHABET INC
SOLEShares89.80K
TypeSH
Market value$11.75M
1.37%
Sole
14.39K
Shared
0.00
None
75.42K
APPLIED DIGITAL CORP
SOLEShares1.67M
TypeSH
Market value$10.41M
1.22%
Sole
0.00
Shared
0.00
None
1.54M
META PLATFORMS INC
SOLEShares28.75K
TypeSH
Market value$8.63M
1.01%
Sole
3.29K
Shared
0.00
None
25.45K
GRINDR INC
SOLEShares1.24M
TypeSH
Market value$7.14M
0.83%
Sole
80.02K
Shared
0.00
None
1.16M
COINBASE GLOBAL INC
SOLEShares87.10K
TypeSH
Market value$6.54M
0.76%
Sole
0.00
Shared
0.00
None
87.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 20.14M | SH | $145.99M 17.08% | 1.46M | 0.00 | 18.53M |
MICROSOFT CORPSOLE | COM | 232.49K | SH | $73.41M 8.59% | 3.02K | 0.00 | 59.47K |
AMAZON COM INCSOLE | COM | 575.46K | SH | $73.15M 8.56% | 7.12K | 0.00 | 193.34K |
UBER TECHNOLOGIES INCSOLE | COM | 1.01M | SH | $46.49M 5.44% | 12.74K | 0.00 | 998.15K |
AFFIRM HLDGS INCSOLE | COM CL A | 2.14M | SH | $45.52M 5.32% | 40.60K | 0.00 | 2.10M |
HIMS & HERS HEALTH INCSOLE | COM CL A | 6.65M | SH | $41.81M 4.89% | 0.00 | 0.00 | 6.65M |
DUOLINGO INCSOLE | CL A COM | 230.50K | SH | $38.23M 4.47% | 6.15K | 0.00 | 224.34K |
NVIDIA CORPORATIONSOLE | COM | 66.90K | SH | $29.10M 3.40% | 0.00 | 0.00 | 66.90K |
PAGAYA TECHNOLOGIES LTDSOLE | CL A SHS | 15.59M | SH | $24.63M 2.88% | 107.69K | 0.00 | 15.48M |
IRIS ENERGY LTDSOLE | ORDINARY SHARES | 6.43M | SH | $23.86M 2.79% | 124.55K | 0.00 | 6.31M |
TESLA INCSOLE | COM | 95.11K | SH | $23.80M 2.78% | 2.25K | 0.00 | 92.86K |
FINVOLUTION GROUPSOLE | SPONSORED ADS | 4.74M | SH | $23.61M 2.76% | 0.00 | 0.00 | 4.74M |
CRITEO S ASOLE | SPONS ADS | 634.21K | SH | $18.52M 2.17% | 0.00 | 0.00 | 634.21K |
SEA LTDSOLE | SPONSORD ADS | 381.27K | SH | $16.76M 1.96% | 17.57K | 0.00 | 363.70K |
SHOPIFY INCSOLE | CL A | 306.69K | SH | $16.74M 1.96% | 13.28K | 0.00 | 293.41K |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 387.71K | SH | $15.71M 1.84% | 0.00 | 0.00 | 387.71K |
AIRBNB INCSOLE | COM CL A | 110.02K | SH | $15.10M 1.77% | 0.00 | 0.00 | 110.02K |
MICRON TECHNOLOGY INCSOLE | COM | 207.73K | SH | $14.13M 1.65% | 0.00 | 0.00 | 207.73K |
CLEANSPARK INCSOLE | COM NEW | 3.21M | SH | $12.24M 1.43% | 0.00 | 0.00 | 3.21M |
FARFETCH LTDSOLE | ORD SH CL A | 5.64M | SH | $11.79M 1.38% | 0.00 | 0.00 | 5.64M |
ALPHABET INCSOLE | CAP STK CL A | 89.80K | SH | $11.75M 1.37% | 14.39K | 0.00 | 75.42K |
APPLIED DIGITAL CORPSOLE | COM NEW | 1.67M | SH | $10.41M 1.22% | 0.00 | 0.00 | 1.54M |
META PLATFORMS INCSOLE | CL A | 28.75K | SH | $8.63M 1.01% | 3.29K | 0.00 | 25.45K |
GRINDR INCSOLE | COM | 1.24M | SH | $7.14M 0.83% | 80.02K | 0.00 | 1.16M |
COINBASE GLOBAL INCSOLE | COM CL A | 87.10K | SH | $6.54M 0.76% | 0.00 | 0.00 | 87.10K |
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