Filed: 5/9/2025ACC: 0002053305-25-000021
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $1.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$1.17B
Total AUM (reported)
60.10M
Total Shares
Allocation by class
COM$383.65M32.9%
COM CL A$207.07M17.8%
CL A$146.82M12.6%
SPONSORED ADS$105.20M9.0%
ORDINARY SHARES$100.24M8.6%
CL A NEW$93.69M8.0%
SPONSPRED ADS$58.64M5.0%
Portfolio Concentration
Top 3$297.73M25.5%
4–10$422.76M36.3%
11–25$375.98M32.2%
Rest$69.77M6.0%
Top 3 weight
25.5%
Top 10 weight
61.8%
Voting Authority Distribution
Total shares with voting rights: 60.10M
Sole
Full voting authority
1.67M
shares
% of voting shares2.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
58.43M
shares
% of voting shares97.2%
Investment Discretion (by position count)
Sole92
Shared0
Other0
Dominant voting typeNone · 97.2% of voting shares
Institutional Holdings92
Rows:
TESLA INC
SOLEShares400.50K
TypeSH
Market value$103.79M
8.90%
Sole
8K
Shared
0.00
None
392.50K
IREN LIMITED
SOLEShares16.46M
TypeSH
Market value$100.24M
8.60%
Sole
326.95K
Shared
0.00
None
16.13M
MICROSTRATEGY INC
SOLEShares325K
TypeSH
Market value$93.69M
8.03%
Sole
0.00
Shared
0.00
None
325K
KASPI KZ JSC
SOLEShares931.07K
TypeSH
Market value$86.45M
7.41%
Sole
17.61K
Shared
0.00
None
913.46K
COINBASE GLOBAL INC
SOLEShares360.76K
TypeSH
Market value$62.13M
5.33%
Sole
0.00
Shared
0.00
None
360.76K
OSCAR HEALTH INC
SOLEShares4.52M
TypeSH
Market value$59.28M
5.08%
Sole
145.14K
Shared
0.00
None
4.38M
PDD HOLDINGS INC
SOLEShares495.49K
TypeSH
Market value$58.64M
5.03%
Sole
17.49K
Shared
0.00
None
478K
ROBINHOOD MKTS INC
SOLEShares1.32M
TypeSH
Market value$54.80M
4.70%
Sole
53.79K
Shared
0.00
None
1.26M
GRINDR INC
SOLEShares2.88M
TypeSH
Market value$51.49M
4.42%
Sole
21.72K
Shared
0.00
None
2.86M
MICRON TECHNOLOGY INC
SOLEShares575.05K
TypeSH
Market value$49.97M
4.28%
Sole
13.35K
Shared
0.00
None
561.70K
HIMS & HERS HEALTH INC
SOLEShares1.64M
TypeSH
Market value$48.54M
4.16%
Sole
41.84K
Shared
0.00
None
1.60M
DUOLINGO INC
SOLEShares155.16K
TypeSH
Market value$48.18M
4.13%
Sole
4.23K
Shared
0.00
None
150.93K
CARVANA CO
SOLEShares223.97K
TypeSH
Market value$46.83M
4.02%
Sole
5.25K
Shared
0.00
None
218.72K
AMAZON COM INC
SOLEShares197.04K
TypeSH
Market value$37.49M
3.21%
Sole
1.74K
Shared
0.00
None
195.30K
HUT 8 CORP
SOLEShares2.96M
TypeSH
Market value$34.45M
2.95%
Sole
58.51K
Shared
0.00
None
2.91M
META PLATFORMS INC
SOLEShares45.54K
TypeSH
Market value$26.25M
2.25%
Sole
577.00
Shared
0.00
None
44.96K
AFFIRM HLDGS INC
SOLEShares576.67K
TypeSH
Market value$26.06M
2.23%
Sole
25.91K
Shared
0.00
None
550.76K
BRIDGEBIO PHARMA INC
SOLEShares557.65K
TypeSH
Market value$19.28M
1.65%
Sole
43.43K
Shared
0.00
None
514.22K
NERDWALLET INC
SOLEShares1.67M
TypeSH
Market value$15.08M
1.29%
Sole
90K
Shared
0.00
None
1.58M
NVIDIA CORPORATION
SOLEShares134.21K
TypeSH
Market value$14.55M
1.25%
Sole
0.00
Shared
0.00
None
134.21K
CIPHER MINING INC
SOLEShares6.28M
TypeSH
Market value$14.44M
1.24%
Sole
0.00
Shared
0.00
None
6.28M
REDDIT INC
SOLEShares126.16K
TypeSH
Market value$13.23M
1.13%
Sole
8.47K
Shared
0.00
None
117.69K
LEMONADE INC
SOLEShares362.91K
TypeSH
Market value$11.41M
0.98%
Sole
20.69K
Shared
0.00
None
342.22K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares63.94K
TypeSH
Market value$10.61M
0.91%
Sole
0.00
Shared
0.00
None
63.94K
BANCO BRADESCO S A
SOLEShares4.30M
TypeSH
Market value$9.59M
0.82%
Sole
507.80K
Shared
0.00
None
3.79M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 400.50K | SH | $103.79M 8.90% | 8K | 0.00 | 392.50K |
IREN LIMITEDSOLE | ORDINARY SHARES | 16.46M | SH | $100.24M 8.60% | 326.95K | 0.00 | 16.13M |
MICROSTRATEGY INCSOLE | CL A NEW | 325K | SH | $93.69M 8.03% | 0.00 | 0.00 | 325K |
KASPI KZ JSCSOLE | SPONSORED ADS | 931.07K | SH | $86.45M 7.41% | 17.61K | 0.00 | 913.46K |
COINBASE GLOBAL INCSOLE | COM CL A | 360.76K | SH | $62.13M 5.33% | 0.00 | 0.00 | 360.76K |
OSCAR HEALTH INCSOLE | CL A | 4.52M | SH | $59.28M 5.08% | 145.14K | 0.00 | 4.38M |
PDD HOLDINGS INCSOLE | SPONSPRED ADS | 495.49K | SH | $58.64M 5.03% | 17.49K | 0.00 | 478K |
ROBINHOOD MKTS INCSOLE | COM CL A | 1.32M | SH | $54.80M 4.70% | 53.79K | 0.00 | 1.26M |
GRINDR INCSOLE | COM | 2.88M | SH | $51.49M 4.42% | 21.72K | 0.00 | 2.86M |
MICRON TECHNOLOGY INCSOLE | COM | 575.05K | SH | $49.97M 4.28% | 13.35K | 0.00 | 561.70K |
HIMS & HERS HEALTH INCSOLE | COM CL A | 1.64M | SH | $48.54M 4.16% | 41.84K | 0.00 | 1.60M |
DUOLINGO INCSOLE | CL A COM | 155.16K | SH | $48.18M 4.13% | 4.23K | 0.00 | 150.93K |
CARVANA COSOLE | CL A | 223.97K | SH | $46.83M 4.02% | 5.25K | 0.00 | 218.72K |
AMAZON COM INCSOLE | COM | 197.04K | SH | $37.49M 3.21% | 1.74K | 0.00 | 195.30K |
HUT 8 CORPSOLE | COM | 2.96M | SH | $34.45M 2.95% | 58.51K | 0.00 | 2.91M |
META PLATFORMS INCSOLE | CL A | 45.54K | SH | $26.25M 2.25% | 577.00 | 0.00 | 44.96K |
AFFIRM HLDGS INCSOLE | COM CL A | 576.67K | SH | $26.06M 2.23% | 25.91K | 0.00 | 550.76K |
BRIDGEBIO PHARMA INCSOLE | COM | 557.65K | SH | $19.28M 1.65% | 43.43K | 0.00 | 514.22K |
NERDWALLET INCSOLE | COM CL A | 1.67M | SH | $15.08M 1.29% | 90K | 0.00 | 1.58M |
NVIDIA CORPORATIONSOLE | COM | 134.21K | SH | $14.55M 1.25% | 0.00 | 0.00 | 134.21K |
CIPHER MINING INCSOLE | COM | 6.28M | SH | $14.44M 1.24% | 0.00 | 0.00 | 6.28M |
REDDIT INCSOLE | CL A | 126.16K | SH | $13.23M 1.13% | 8.47K | 0.00 | 117.69K |
LEMONADE INCSOLE | COM | 362.91K | SH | $11.41M 0.98% | 20.69K | 0.00 | 342.22K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 63.94K | SH | $10.61M 0.91% | 0.00 | 0.00 | 63.94K |
BANCO BRADESCO S ASOLE | SP ADR PFD NEW | 4.30M | SH | $9.59M 0.82% | 507.80K | 0.00 | 3.79M |
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