Filed: 2/12/2025ACC: 0002053305-25-000020
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 105 equity positions with a total reported market value of $1.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
105
Positions
$1.26B
Total AUM (reported)
84.79M
Total Shares
Allocation by class
COM$464.55M36.9%
SPONSORED ADS$192.43M15.3%
CL A$171.10M13.6%
ORDINARY SHARES$143.92M11.4%
COM CL A$136.04M10.8%
COM CLA$36.98M2.9%
CL A COM$32.97M2.6%
Portfolio Concentration
Top 3$329.47M26.1%
4–10$415.26M33.0%
11–25$361.97M28.7%
Rest$153.29M12.2%
Top 3 weight
26.1%
Top 10 weight
59.1%
Voting Authority Distribution
Total shares with voting rights: 69.51M
Sole
Full voting authority
849.69K
shares
% of voting shares1.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
68.66M
shares
% of voting shares98.8%
Investment Discretion (by position count)
Sole105
Shared0
Other0
Dominant voting typeNone · 98.8% of voting shares
Institutional Holdings105
Rows:
IREN LIMITED
SOLEShares14.66M
TypeSH
Market value$143.92M
11.42%
Sole
204.06K
Shared
0.00
None
12.72M
KASPI KZ JSC
SOLEShares1.21M
TypeSH
Market value$114.38M
9.08%
Sole
28.92K
Shared
0.00
None
1.18M
GRINDR INC
SOLEShares3.99M
TypeSH
Market value$71.16M
5.65%
Sole
0.00
Shared
0.00
None
3.99M
ROBINHOOD MKTS INC
SOLEShares1.83M
TypeSH
Market value$68.04M
5.40%
Sole
65.60K
Shared
0.00
None
1.76M
PDD HOLDINGS INC
SOLEShares685.37K
TypeSH
Market value$66.47M
5.28%
Sole
25.48K
Shared
0.00
None
659.88K
AMAZON COM INC
SOLEShares299.09K
TypeSH
Market value$65.62M
5.21%
Sole
0.00
Shared
0.00
None
299.09K
REDDIT INC
SOLEShares394.11K
TypeSH
Market value$64.41M
5.11%
Sole
12.45K
Shared
0.00
None
381.65K
OSCAR HEALTH INC
SOLEShares4.47M
TypeSH
Market value$60.13M
4.77%
Sole
151.26K
Shared
0.00
None
4.32M
META PLATFORMS INC
SOLEShares77.55K
TypeSH
Market value$45.41M
3.60%
Sole
0.00
Shared
0.00
None
77.55K
NVIDIA CORPORATION
SOLEShares336.43K
TypeSH
Market value$45.18M
3.59%
Sole
0.00
Shared
0.00
None
336.43K
COINBASE GLOBAL INC
SOLEShares181.09K
TypeSH
Market value$44.97M
3.57%
Sole
3.02K
Shared
0.00
None
158.08K
HUT 8 CORP
SOLEShares1.82M
TypeSH
Market value$37.26M
2.96%
Sole
37.40K
Shared
0.00
None
1.78M
MICRON TECHNOLOGY INC
SOLEShares442.51K
TypeSH
Market value$37.24M
2.96%
Sole
0.00
Shared
0.00
None
442.51K
HIMS & HERS HEALTH INC
SOLEShares1.53M
TypeSH
Market value$36.98M
2.94%
Sole
28K
Shared
0.00
None
1.50M
CIPHER MINING INC
SOLEShares7.41M
TypeSH
Market value$34.40M
2.73%
Sole
107.19K
Shared
0.00
None
6.21M
DUOLINGO INC
SOLEShares101.69K
TypeSH
Market value$32.97M
2.62%
Sole
0.00
Shared
0.00
None
101.69K
MARA HOLDINGS INC
SOLEShares1.78M
TypeSH
Market value$29.92M
2.37%
Sole
0.00
Shared
0.00
None
184.16K
NERDWALLET INC
SOLEShares1.70M
TypeSH
Market value$22.63M
1.80%
Sole
0.00
Shared
0.00
None
0.00
TERAWULF INC
SOLEShares3.98M
TypeSH
Market value$22.50M
1.79%
Sole
67.01K
Shared
0.00
None
3.91M
LEMONADE INC
SOLEShares399.72K
TypeSH
Market value$14.66M
1.16%
Sole
11.20K
Shared
0.00
None
388.52K
CLEANSPARK INC
SOLEShares1.22M
TypeSH
Market value$11.19M
0.89%
Sole
0.00
Shared
0.00
None
615.18K
ASCENDIS PHARMA A/S
SOLEShares73.99K
TypeSH
Market value$10.19M
0.81%
Sole
1.16K
Shared
0.00
None
72.83K
BITFARMS LTD
SOLEShares6.48M
TypeSH
Market value$9.66M
0.77%
Sole
0.00
Shared
0.00
None
3.98M
BANCO BRADESCO S A
SOLEShares4.75M
TypeSH
Market value$9.07M
0.72%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.73K
TypeSH
Market value$8.32M
0.66%
Sole
0.00
Shared
0.00
None
19.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IREN LIMITEDSOLE | ORDINARY SHARES | 14.66M | SH | $143.92M 11.42% | 204.06K | 0.00 | 12.72M |
KASPI KZ JSCSOLE | SPONSORED ADS | 1.21M | SH | $114.38M 9.08% | 28.92K | 0.00 | 1.18M |
GRINDR INCSOLE | COM | 3.99M | SH | $71.16M 5.65% | 0.00 | 0.00 | 3.99M |
ROBINHOOD MKTS INCSOLE | COM CL A | 1.83M | SH | $68.04M 5.40% | 65.60K | 0.00 | 1.76M |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 685.37K | SH | $66.47M 5.28% | 25.48K | 0.00 | 659.88K |
AMAZON COM INCSOLE | COM | 299.09K | SH | $65.62M 5.21% | 0.00 | 0.00 | 299.09K |
REDDIT INCSOLE | CL A | 394.11K | SH | $64.41M 5.11% | 12.45K | 0.00 | 381.65K |
OSCAR HEALTH INCSOLE | CL A | 4.47M | SH | $60.13M 4.77% | 151.26K | 0.00 | 4.32M |
META PLATFORMS INCSOLE | CL A | 77.55K | SH | $45.41M 3.60% | 0.00 | 0.00 | 77.55K |
NVIDIA CORPORATIONSOLE | COM | 336.43K | SH | $45.18M 3.59% | 0.00 | 0.00 | 336.43K |
COINBASE GLOBAL INCSOLE | COM CL A | 181.09K | SH | $44.97M 3.57% | 3.02K | 0.00 | 158.08K |
HUT 8 CORPSOLE | COM | 1.82M | SH | $37.26M 2.96% | 37.40K | 0.00 | 1.78M |
MICRON TECHNOLOGY INCSOLE | COM | 442.51K | SH | $37.24M 2.96% | 0.00 | 0.00 | 442.51K |
HIMS & HERS HEALTH INCSOLE | COM CLA | 1.53M | SH | $36.98M 2.94% | 28K | 0.00 | 1.50M |
CIPHER MINING INCSOLE | COM | 7.41M | SH | $34.40M 2.73% | 107.19K | 0.00 | 6.21M |
DUOLINGO INCSOLE | CL A COM | 101.69K | SH | $32.97M 2.62% | 0.00 | 0.00 | 101.69K |
MARA HOLDINGS INCSOLE | COM | 1.78M | SH | $29.92M 2.37% | 0.00 | 0.00 | 184.16K |
NERDWALLET INCSOLE | COM CL A | 1.70M | SH | $22.63M 1.80% | 0.00 | 0.00 | 0.00 |
TERAWULF INCSOLE | COM | 3.98M | SH | $22.50M 1.79% | 67.01K | 0.00 | 3.91M |
LEMONADE INCSOLE | COM | 399.72K | SH | $14.66M 1.16% | 11.20K | 0.00 | 388.52K |
CLEANSPARK INCSOLE | COM NEW | 1.22M | SH | $11.19M 0.89% | 0.00 | 0.00 | 615.18K |
ASCENDIS PHARMA A/SSOLE | COM | 73.99K | SH | $10.19M 0.81% | 1.16K | 0.00 | 72.83K |
BITFARMS LTDSOLE | COM | 6.48M | SH | $9.66M 0.77% | 0.00 | 0.00 | 3.98M |
BANCO BRADESCO S ASOLE | SP ADR PFD NEW | 4.75M | SH | $9.07M 0.72% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.73K | SH | $8.32M 0.66% | 0.00 | 0.00 | 19.73K |
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