Filed: 2/12/2025ACC: 0002053305-25-000019
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $1.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$1.08B
Total AUM (reported)
82.03M
Total Shares
Allocation by class
COM$301.40M28.0%
SPONSORED ADS$182.60M17.0%
COM CL A$177.35M16.5%
ORDINARY SHARES$90.46M8.4%
CL A$83.92M7.8%
ORD SHS CL A$62.45M5.8%
SPONSORD ADS$55.03M5.1%
Portfolio Concentration
Top 3$349.86M32.5%
4–10$330.07M30.6%
11–25$242.70M22.5%
Rest$154.59M14.4%
Top 3 weight
32.5%
Top 10 weight
63.1%
Voting Authority Distribution
Total shares with voting rights: 80.43M
Sole
Full voting authority
1.06M
shares
% of voting shares1.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
79.37M
shares
% of voting shares98.7%
Investment Discretion (by position count)
Sole98
Shared0
Other0
Dominant voting typeNone · 98.7% of voting shares
Institutional Holdings98
Rows:
HIMS & HERS HEALTH INC
SOLEShares7.70M
TypeSH
Market value$141.85M
13.17%
Sole
260.95K
Shared
0.00
None
7.42M
KASPI KZ JSC
SOLEShares1.11M
TypeSH
Market value$117.55M
10.91%
Sole
32.87K
Shared
0.00
None
1.08M
IRIS ENERGY LTD
SOLEShares10.72M
TypeSH
Market value$90.46M
8.40%
Sole
225.18K
Shared
0.00
None
9.87M
NU HLDGS LTD
SOLEShares4.58M
TypeSH
Market value$62.45M
5.80%
Sole
78.18K
Shared
0.00
None
4.50M
SEA LTD
SOLEShares583.69K
TypeSH
Market value$55.03M
5.11%
Sole
12.14K
Shared
0.00
None
396.55K
PDD HOLDINGS INC
SOLEShares369.45K
TypeSH
Market value$49.81M
4.62%
Sole
17.34K
Shared
0.00
None
352.11K
MICRON TECHNOLOGY INC
SOLEShares436.65K
TypeSH
Market value$45.29M
4.20%
Sole
7.44K
Shared
0.00
None
424.22K
GRINDR INC
SOLEShares3.64M
TypeSH
Market value$43.42M
4.03%
Sole
10.88K
Shared
0.00
None
3.63M
DUOLINGO INC
SOLEShares153.59K
TypeSH
Market value$43.32M
4.02%
Sole
3.35K
Shared
0.00
None
150.23K
META PLATFORMS INC
SOLEShares53.73K
TypeSH
Market value$30.76M
2.86%
Sole
0.00
Shared
0.00
None
53.73K
REDDIT INC
SOLEShares458.36K
TypeSH
Market value$30.22M
2.80%
Sole
24.12K
Shared
0.00
None
434.24K
NVIDIA CORPORATION
SOLEShares225.60K
TypeSH
Market value$27.40M
2.54%
Sole
0.00
Shared
0.00
None
225.60K
CIPHER MINING INC
SOLEShares5.52M
TypeSH
Market value$21.35M
1.98%
Sole
97.72K
Shared
0.00
None
5.42M
AMAZON COM INC
SOLEShares112.76K
TypeSH
Market value$21.01M
1.95%
Sole
0.00
Shared
0.00
None
112.76K
HUT 8 CORP
SOLEShares1.63M
TypeSH
Market value$19.99M
1.86%
Sole
58.72K
Shared
0.00
None
1.57M
CORE SCIENTIFIC INC NEW
SOLEShares1.41M
TypeSH
Market value$16.71M
1.55%
Sole
0.00
Shared
0.00
None
1.41M
RUBRIK INC.
SOLEShares499.71K
TypeSH
Market value$16.07M
1.49%
Sole
0.00
Shared
0.00
None
499.71K
DAQO NEW ENERGY CORP
SOLEShares776.75K
TypeSH
Market value$15.82M
1.47%
Sole
44.38K
Shared
0.00
None
732.37K
ROBINHOOD MKTS INC
SOLEShares659.60K
TypeSH
Market value$15.45M
1.43%
Sole
0.00
Shared
0.00
None
659.60K
AFFIRM HLDGS INC
SOLEShares267.01K
TypeSH
Market value$10.90M
1.01%
Sole
7.66K
Shared
0.00
None
259.35K
ASCENDIS PHARMA A/S
SOLEShares68.42K
TypeSH
Market value$10.22M
0.95%
Sole
1.16K
Shared
0.00
None
67.27K
LUFAX HOLDING LTD
SOLEShares2.92M
TypeSH
Market value$10.20M
0.95%
Sole
42.92K
Shared
0.00
None
2.88M
LILIUM N V
SOLEShares12.75M
TypeSH
Market value$9.87M
0.92%
Sole
0.00
Shared
0.00
None
12.75M
COINBASE GLOBAL INC
SOLEShares50.59K
TypeSH
Market value$9.01M
0.84%
Sole
2.67K
Shared
0.00
None
47.91K
VIKING THERAPEUTICS INC
SOLEShares134.11K
TypeSH
Market value$8.49M
0.79%
Sole
0.00
Shared
0.00
None
116.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HIMS & HERS HEALTH INCSOLE | COM CL A | 7.70M | SH | $141.85M 13.17% | 260.95K | 0.00 | 7.42M |
KASPI KZ JSCSOLE | SPONSORED ADS | 1.11M | SH | $117.55M 10.91% | 32.87K | 0.00 | 1.08M |
IRIS ENERGY LTDSOLE | ORDINARY SHARES | 10.72M | SH | $90.46M 8.40% | 225.18K | 0.00 | 9.87M |
NU HLDGS LTDSOLE | ORD SHS CL A | 4.58M | SH | $62.45M 5.80% | 78.18K | 0.00 | 4.50M |
SEA LTDSOLE | SPONSORD ADS | 583.69K | SH | $55.03M 5.11% | 12.14K | 0.00 | 396.55K |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 369.45K | SH | $49.81M 4.62% | 17.34K | 0.00 | 352.11K |
MICRON TECHNOLOGY INCSOLE | COM | 436.65K | SH | $45.29M 4.20% | 7.44K | 0.00 | 424.22K |
GRINDR INCSOLE | COM | 3.64M | SH | $43.42M 4.03% | 10.88K | 0.00 | 3.63M |
DUOLINGO INCSOLE | CL A COM | 153.59K | SH | $43.32M 4.02% | 3.35K | 0.00 | 150.23K |
META PLATFORMS INCSOLE | CL A | 53.73K | SH | $30.76M 2.86% | 0.00 | 0.00 | 53.73K |
REDDIT INCSOLE | CL A | 458.36K | SH | $30.22M 2.80% | 24.12K | 0.00 | 434.24K |
NVIDIA CORPORATIONSOLE | COM | 225.60K | SH | $27.40M 2.54% | 0.00 | 0.00 | 225.60K |
CIPHER MINING INCSOLE | COM | 5.52M | SH | $21.35M 1.98% | 97.72K | 0.00 | 5.42M |
AMAZON COM INCSOLE | COM | 112.76K | SH | $21.01M 1.95% | 0.00 | 0.00 | 112.76K |
HUT 8 CORPSOLE | COM | 1.63M | SH | $19.99M 1.86% | 58.72K | 0.00 | 1.57M |
CORE SCIENTIFIC INC NEWSOLE | COM | 1.41M | SH | $16.71M 1.55% | 0.00 | 0.00 | 1.41M |
RUBRIK INC.SOLE | CL A | 499.71K | SH | $16.07M 1.49% | 0.00 | 0.00 | 499.71K |
DAQO NEW ENERGY CORPSOLE | SPNSRD ADS NEW | 776.75K | SH | $15.82M 1.47% | 44.38K | 0.00 | 732.37K |
ROBINHOOD MKTS INCSOLE | COM CL A | 659.60K | SH | $15.45M 1.43% | 0.00 | 0.00 | 659.60K |
AFFIRM HLDGS INCSOLE | COM CL A | 267.01K | SH | $10.90M 1.01% | 7.66K | 0.00 | 259.35K |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 68.42K | SH | $10.22M 0.95% | 1.16K | 0.00 | 67.27K |
LUFAX HOLDING LTDSOLE | SPONSORED ADR | 2.92M | SH | $10.20M 0.95% | 42.92K | 0.00 | 2.88M |
LILIUM N VSOLE | CLASS A ORD SHS | 12.75M | SH | $9.87M 0.92% | 0.00 | 0.00 | 12.75M |
COINBASE GLOBAL INCSOLE | COM CL A | 50.59K | SH | $9.01M 0.84% | 2.67K | 0.00 | 47.91K |
VIKING THERAPEUTICS INCSOLE | COM | 134.11K | SH | $8.49M 0.79% | 0.00 | 0.00 | 116.11K |
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