Filed: 2/12/2025ACC: 0002053305-25-000017
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $1.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$1.35B
Total AUM (reported)
78.10M
Total Shares
Allocation by class
COM$510.24M37.8%
COM CL A$243.75M18.1%
ORD SHS CL A$144.66M10.7%
SPONSORED ADS$124.20M9.2%
CL A$108.21M8.0%
ORDINARY SHARES$48.50M3.6%
SPONSORD ADS$38.47M2.8%
Portfolio Concentration
Top 3$387.22M28.7%
4–10$469.14M34.7%
11–25$295.20M21.9%
Rest$198.73M14.7%
Top 3 weight
28.7%
Top 10 weight
63.4%
Voting Authority Distribution
Total shares with voting rights: 74.63M
Sole
Full voting authority
2.49M
shares
% of voting shares3.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
72.14M
shares
% of voting shares96.7%
Investment Discretion (by position count)
Sole100
Shared0
Other0
Dominant voting typeNone · 96.7% of voting shares
Institutional Holdings100
Rows:
NU HLDGS LTD
SOLEShares12.13M
TypeSH
Market value$144.66M
10.71%
Sole
326.99K
Shared
0.00
None
11.80M
COINBASE GLOBAL INC
SOLEShares481.02K
TypeSH
Market value$127.53M
9.44%
Sole
11.31K
Shared
0.00
None
269.71K
KASPI KZ JSC
SOLEShares894.18K
TypeSH
Market value$115.03M
8.52%
Sole
21.16K
Shared
0.00
None
873.01K
META PLATFORMS INC
SOLEShares194.62K
TypeSH
Market value$94.50M
7.00%
Sole
4.72K
Shared
0.00
None
152.40K
AMAZON COM INC
SOLEShares475.99K
TypeSH
Market value$85.86M
6.36%
Sole
49.00
Shared
0.00
None
225.94K
NVIDIA CORPORATION
SOLEShares72.62K
TypeSH
Market value$65.62M
4.86%
Sole
1.70K
Shared
0.00
None
45.92K
HIMS & HERS HEALTH INC
SOLEShares4.21M
TypeSH
Market value$65.07M
4.82%
Sole
90.21K
Shared
0.00
None
4.12M
GRINDR INC
SOLEShares5.91M
TypeSH
Market value$59.88M
4.43%
Sole
183.21K
Shared
0.00
None
5.73M
TESLA INC
SOLEShares282.78K
TypeSH
Market value$49.71M
3.68%
Sole
0.00
Shared
0.00
None
157.78K
IRIS ENERGY LTD
SOLEShares8.98M
TypeSH
Market value$48.50M
3.59%
Sole
642.52K
Shared
0.00
None
8.34M
MICRON TECHNOLOGY INC
SOLEShares354.94K
TypeSH
Market value$41.84M
3.10%
Sole
6.97K
Shared
0.00
None
197.97K
SEA LTD
SOLEShares716.34K
TypeSH
Market value$38.47M
2.85%
Sole
18.32K
Shared
0.00
None
698.03K
AFFIRM HLDGS INC
SOLEShares958.04K
TypeSH
Market value$35.70M
2.64%
Sole
0.00
Shared
0.00
None
958.04K
MOBILEYE GLOBAL INC
SOLEShares970.95K
TypeSH
Market value$31.22M
2.31%
Sole
0.00
Shared
0.00
None
970.95K
BLUEPRINT MEDICINES CORP
SOLEShares244.65K
TypeSH
Market value$23.21M
1.72%
Sole
0.00
Shared
0.00
None
169.65K
HUT 8 CORP
SOLEShares1.88M
TypeSH
Market value$20.77M
1.54%
Sole
0.00
Shared
0.00
None
1.88M
ASCENDIS PHARMA A/S
SOLEShares109.64K
TypeSH
Market value$16.57M
1.23%
Sole
4.15K
Shared
0.00
None
105.49K
UBER TECHNOLOGIES INC
SOLEShares146.81K
TypeSH
Market value$11.30M
0.84%
Sole
0.00
Shared
0.00
None
146.81K
MARATHON DIGITAL HOLDINGS
SOLEShares492.20K
TypeSH
Market value$11.11M
0.82%
Sole
0.00
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares14.50K
TypeSH
Market value$11.05M
0.82%
Sole
0.00
Shared
0.00
None
14.50K
LILIUM N V
SOLEShares11.51M
TypeSH
Market value$11.05M
0.82%
Sole
496.20K
Shared
0.00
None
11.01M
AXON ENTERPRISE INC
SOLEShares34.78K
TypeSH
Market value$10.88M
0.81%
Sole
1.10K
Shared
0.00
None
33.68K
SOFI TECHNOLOGIES INC
SOLEShares1.48M
TypeSH
Market value$10.84M
0.80%
Sole
0.00
Shared
0.00
None
1.48M
LUFAX HOLDING LTD
SOLEShares2.54M
TypeSH
Market value$10.71M
0.79%
Sole
305.58K
Shared
0.00
None
2.23M
ADVANCED MICRO DEVICES INC
SOLEShares58.02K
TypeSH
Market value$10.47M
0.78%
Sole
0.00
Shared
0.00
None
43.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 12.13M | SH | $144.66M 10.71% | 326.99K | 0.00 | 11.80M |
COINBASE GLOBAL INCSOLE | COM CL A | 481.02K | SH | $127.53M 9.44% | 11.31K | 0.00 | 269.71K |
KASPI KZ JSCSOLE | SPONSORED ADS | 894.18K | SH | $115.03M 8.52% | 21.16K | 0.00 | 873.01K |
META PLATFORMS INCSOLE | CL A | 194.62K | SH | $94.50M 7.00% | 4.72K | 0.00 | 152.40K |
AMAZON COM INCSOLE | COM | 475.99K | SH | $85.86M 6.36% | 49.00 | 0.00 | 225.94K |
NVIDIA CORPORATIONSOLE | COM | 72.62K | SH | $65.62M 4.86% | 1.70K | 0.00 | 45.92K |
HIMS & HERS HEALTH INCSOLE | COM CL A | 4.21M | SH | $65.07M 4.82% | 90.21K | 0.00 | 4.12M |
GRINDR INCSOLE | COM | 5.91M | SH | $59.88M 4.43% | 183.21K | 0.00 | 5.73M |
TESLA INCSOLE | COM | 282.78K | SH | $49.71M 3.68% | 0.00 | 0.00 | 157.78K |
IRIS ENERGY LTDSOLE | ORDINARY SHARES | 8.98M | SH | $48.50M 3.59% | 642.52K | 0.00 | 8.34M |
MICRON TECHNOLOGY INCSOLE | COM | 354.94K | SH | $41.84M 3.10% | 6.97K | 0.00 | 197.97K |
SEA LTDSOLE | SPONSORD ADS | 716.34K | SH | $38.47M 2.85% | 18.32K | 0.00 | 698.03K |
AFFIRM HLDGS INCSOLE | COM CL A | 958.04K | SH | $35.70M 2.64% | 0.00 | 0.00 | 958.04K |
MOBILEYE GLOBAL INCSOLE | COMMON CLASS A | 970.95K | SH | $31.22M 2.31% | 0.00 | 0.00 | 970.95K |
BLUEPRINT MEDICINES CORPSOLE | COM | 244.65K | SH | $23.21M 1.72% | 0.00 | 0.00 | 169.65K |
HUT 8 CORPSOLE | COM | 1.88M | SH | $20.77M 1.54% | 0.00 | 0.00 | 1.88M |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 109.64K | SH | $16.57M 1.23% | 4.15K | 0.00 | 105.49K |
UBER TECHNOLOGIES INCSOLE | COM | 146.81K | SH | $11.30M 0.84% | 0.00 | 0.00 | 146.81K |
MARATHON DIGITAL HOLDINGSSOLE | COM | 492.20K | SH | $11.11M 0.82% | 0.00 | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 14.50K | SH | $11.05M 0.82% | 0.00 | 0.00 | 14.50K |
LILIUM N VSOLE | CLASS A ORD SHS | 11.51M | SH | $11.05M 0.82% | 496.20K | 0.00 | 11.01M |
AXON ENTERPRISE INCSOLE | COM | 34.78K | SH | $10.88M 0.81% | 1.10K | 0.00 | 33.68K |
SOFI TECHNOLOGIES INCSOLE | COM | 1.48M | SH | $10.84M 0.80% | 0.00 | 0.00 | 1.48M |
LUFAX HOLDING LTDSOLE | SPONSORED ADR | 2.54M | SH | $10.71M 0.79% | 305.58K | 0.00 | 2.23M |
ADVANCED MICRO DEVICES INCSOLE | COM | 58.02K | SH | $10.47M 0.78% | 0.00 | 0.00 | 43.92K |
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