Filed: 2/12/2025ACC: 0002053305-25-000018
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $1.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$1.28B
Total AUM (reported)
86.58M
Total Shares
Allocation by class
COM$430.66M33.7%
COM CL A$155.89M12.2%
ORD SHS CL A$150.42M11.8%
SPONSORED ADS$143.10M11.2%
CL A COM$116.13M9.1%
CL A$85.72M6.7%
SPONSORD ADS$61.38M4.8%
Portfolio Concentration
Top 3$397.98M31.1%
4–10$493.01M38.6%
11–25$256.27M20.0%
Rest$131.29M10.3%
Top 3 weight
31.1%
Top 10 weight
69.7%
Voting Authority Distribution
Total shares with voting rights: 82.35M
Sole
Full voting authority
1.49M
shares
% of voting shares1.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
80.87M
shares
% of voting shares98.2%
Investment Discretion (by position count)
Sole93
Shared0
Other0
Dominant voting typeNone · 98.2% of voting shares
Institutional Holdings93
Rows:
NU HLDGS LTD
SOLEShares11.67M
TypeSH
Market value$150.42M
11.76%
Sole
399.25K
Shared
0.00
None
11.27M
HIMS & HERS HEALTH INC
SOLEShares6.51M
TypeSH
Market value$131.43M
10.28%
Sole
213.86K
Shared
0.00
None
5.05M
DUOLINGO INC
SOLEShares556.51K
TypeSH
Market value$116.13M
9.08%
Sole
15.02K
Shared
0.00
None
441.49K
KASPI KZ JSC
SOLEShares799.81K
TypeSH
Market value$103.18M
8.07%
Sole
21.40K
Shared
0.00
None
778.40K
AMAZON COM INC
SOLEShares468.59K
TypeSH
Market value$90.55M
7.08%
Sole
5.04K
Shared
0.00
None
213.55K
MICRON TECHNOLOGY INC
SOLEShares520.47K
TypeSH
Market value$68.46M
5.35%
Sole
9.52K
Shared
0.00
None
360.96K
SEA LTD
SOLEShares859.38K
TypeSH
Market value$61.38M
4.80%
Sole
30.92K
Shared
0.00
None
603.46K
GRINDR INC
SOLEShares4.90M
TypeSH
Market value$59.93M
4.69%
Sole
115.82K
Shared
0.00
None
4.78M
META PLATFORMS INC
SOLEShares111.86K
TypeSH
Market value$56.40M
4.41%
Sole
0.00
Shared
0.00
None
74.36K
IRIS ENERGY LTD
SOLEShares4.70M
TypeSH
Market value$53.10M
4.15%
Sole
151.30K
Shared
0.00
None
4.55M
NVIDIA CORPORATION
SOLEShares304.91K
TypeSH
Market value$37.67M
2.95%
Sole
0.00
Shared
0.00
None
304.91K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares202.82K
TypeSH
Market value$35.25M
2.76%
Sole
3.34K
Shared
0.00
None
199.47K
HUT 8 CORP
SOLEShares1.70M
TypeSH
Market value$25.48M
1.99%
Sole
0.00
Shared
0.00
None
1.70M
BLUEPRINT MEDICINES CORP
SOLEShares229.13K
TypeSH
Market value$24.70M
1.93%
Sole
0.00
Shared
0.00
None
154.13K
MICROSOFT CORP
SOLEShares41.66K
TypeSH
Market value$18.62M
1.46%
Sole
0.00
Shared
0.00
None
41.66K
CARVANA CO
SOLEShares138.81K
TypeSH
Market value$17.87M
1.40%
Sole
5.25K
Shared
0.00
None
133.57K
COINBASE GLOBAL INC
SOLEShares69.42K
TypeSH
Market value$15.43M
1.21%
Sole
3.69K
Shared
0.00
None
65.72K
LILIUM N V
SOLEShares18.79M
TypeSH
Market value$14.93M
1.17%
Sole
0.00
Shared
0.00
None
18.79M
ASCENDIS PHARMA A/S
SOLEShares104.64K
TypeSH
Market value$14.27M
1.12%
Sole
4.15K
Shared
0.00
None
100.49K
AXON ENTERPRISE INC
SOLEShares34.78K
TypeSH
Market value$10.23M
0.80%
Sole
1.10K
Shared
0.00
None
33.68K
CORE SCIENTIFIC INC NEW
SOLEShares1.06M
TypeSH
Market value$9.83M
0.77%
Sole
0.00
Shared
0.00
None
1.06M
MICROSTRATEGY INC
SOLEShares6.45K
TypeSH
Market value$8.88M
0.69%
Sole
0.00
Shared
0.00
None
947.00
LUFAX HOLDING LTD
SOLEShares3.59M
TypeSH
Market value$8.50M
0.66%
Sole
201.80K
Shared
0.00
None
3.38M
INTER & CO INC
SOLEShares1.27M
TypeSH
Market value$7.78M
0.61%
Sole
0.00
Shared
0.00
None
1.27M
UBER TECHNOLOGIES INC
SOLEShares94.10K
TypeSH
Market value$6.84M
0.53%
Sole
0.00
Shared
0.00
None
94.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 11.67M | SH | $150.42M 11.76% | 399.25K | 0.00 | 11.27M |
HIMS & HERS HEALTH INCSOLE | COM CL A | 6.51M | SH | $131.43M 10.28% | 213.86K | 0.00 | 5.05M |
DUOLINGO INCSOLE | CL A COM | 556.51K | SH | $116.13M 9.08% | 15.02K | 0.00 | 441.49K |
KASPI KZ JSCSOLE | SPONSORED ADS | 799.81K | SH | $103.18M 8.07% | 21.40K | 0.00 | 778.40K |
AMAZON COM INCSOLE | COM | 468.59K | SH | $90.55M 7.08% | 5.04K | 0.00 | 213.55K |
MICRON TECHNOLOGY INCSOLE | COM | 520.47K | SH | $68.46M 5.35% | 9.52K | 0.00 | 360.96K |
SEA LTDSOLE | SPONSORD ADS | 859.38K | SH | $61.38M 4.80% | 30.92K | 0.00 | 603.46K |
GRINDR INCSOLE | COM | 4.90M | SH | $59.93M 4.69% | 115.82K | 0.00 | 4.78M |
META PLATFORMS INCSOLE | CL A | 111.86K | SH | $56.40M 4.41% | 0.00 | 0.00 | 74.36K |
IRIS ENERGY LTDSOLE | ORDINARY SHARES | 4.70M | SH | $53.10M 4.15% | 151.30K | 0.00 | 4.55M |
NVIDIA CORPORATIONSOLE | COM | 304.91K | SH | $37.67M 2.95% | 0.00 | 0.00 | 304.91K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 202.82K | SH | $35.25M 2.76% | 3.34K | 0.00 | 199.47K |
HUT 8 CORPSOLE | COM | 1.70M | SH | $25.48M 1.99% | 0.00 | 0.00 | 1.70M |
BLUEPRINT MEDICINES CORPSOLE | COM | 229.13K | SH | $24.70M 1.93% | 0.00 | 0.00 | 154.13K |
MICROSOFT CORPSOLE | COM | 41.66K | SH | $18.62M 1.46% | 0.00 | 0.00 | 41.66K |
CARVANA COSOLE | CL A | 138.81K | SH | $17.87M 1.40% | 5.25K | 0.00 | 133.57K |
COINBASE GLOBAL INCSOLE | COM CL A | 69.42K | SH | $15.43M 1.21% | 3.69K | 0.00 | 65.72K |
LILIUM N VSOLE | CLASS A COM | 18.79M | SH | $14.93M 1.17% | 0.00 | 0.00 | 18.79M |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 104.64K | SH | $14.27M 1.12% | 4.15K | 0.00 | 100.49K |
AXON ENTERPRISE INCSOLE | COM | 34.78K | SH | $10.23M 0.80% | 1.10K | 0.00 | 33.68K |
CORE SCIENTIFIC INC NEWSOLE | COM | 1.06M | SH | $9.83M 0.77% | 0.00 | 0.00 | 1.06M |
MICROSTRATEGY INCSOLE | CL A NEW | 6.45K | SH | $8.88M 0.69% | 0.00 | 0.00 | 947.00 |
LUFAX HOLDING LTDSOLE | SPONSORED ADR | 3.59M | SH | $8.50M 0.66% | 201.80K | 0.00 | 3.38M |
INTER & CO INCSOLE | CLASS A COM | 1.27M | SH | $7.78M 0.61% | 0.00 | 0.00 | 1.27M |
UBER TECHNOLOGIES INCSOLE | COM | 94.10K | SH | $6.84M 0.53% | 0.00 | 0.00 | 94.10K |
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