Filed: 8/8/2025ACC: 0002053305-25-000023
📋 What this filing means
BIT CAPITAL GMBH filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $1.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$1.73B
Total AUM (reported)
63.74M
Total Shares
Allocation by class
COM$739.69M42.7%
COM CL A$281.32M16.2%
ORDINARY SHARES$237.98M13.7%
SPONSORED ADS$200.01M11.5%
CL A$177.17M10.2%
CL A NEW$34.17M2.0%
SP ADR PFD NEW$13.29M0.8%
Portfolio Concentration
Top 3$481.85M27.8%
4–10$543.78M31.4%
11–25$533.81M30.8%
Rest$174.55M10.1%
Top 3 weight
27.8%
Top 10 weight
59.1%
Voting Authority Distribution
Total shares with voting rights: 63.74M
Sole
Full voting authority
2.14M
shares
% of voting shares3.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
61.60M
shares
% of voting shares96.6%
Investment Discretion (by position count)
Sole85
Shared0
Other0
Dominant voting typeNone · 96.6% of voting shares
Institutional Holdings85
Rows:
IREN LIMITED
SOLEShares16.33M
TypeSH
Market value$237.98M
13.72%
Sole
436.98K
Shared
0.00
None
15.90M
SOFI TECHNOLOGIES INC
SOLEShares7.56M
TypeSH
Market value$137.73M
7.94%
Sole
122.62K
Shared
0.00
None
7.44M
NVIDIA CORP
SOLEShares671.79K
TypeSH
Market value$106.14M
6.12%
Sole
67.28K
Shared
0.00
None
604.51K
MICRON TECHNOLOGY INC
SOLEShares825.31K
TypeSH
Market value$101.72M
5.87%
Sole
71.54K
Shared
0.00
None
753.77K
ROBINHOOD MKTS INC
SOLEShares1.05M
TypeSH
Market value$98.10M
5.66%
Sole
37.08K
Shared
0.00
None
1.01M
AMAZON COM INC
SOLEShares357.27K
TypeSH
Market value$78.38M
4.52%
Sole
13.53K
Shared
0.00
None
343.74K
KASPI KZ JSC
SOLEShares814.16K
TypeSH
Market value$69.11M
3.99%
Sole
20K
Shared
0.00
None
794.16K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares303.48K
TypeSH
Market value$68.74M
3.96%
Sole
18.42K
Shared
0.00
None
285.07K
CARVANA CO
SOLEShares190.92K
TypeSH
Market value$64.33M
3.71%
Sole
3.89K
Shared
0.00
None
187.04K
HIMS & HERS HEALTH INC
SOLEShares1.27M
TypeSH
Market value$63.39M
3.66%
Sole
27.54K
Shared
0.00
None
1.24M
HUT 8 CORP
SOLEShares2.92M
TypeSH
Market value$54.34M
3.13%
Sole
60.22K
Shared
0.00
None
2.86M
PDD HOLDINGS INC
SOLEShares450.58K
TypeSH
Market value$47.16M
2.72%
Sole
11.87K
Shared
0.00
None
438.71K
ADVANCED MICRO DEVICES INC
SOLEShares309.46K
TypeSH
Market value$43.91M
2.53%
Sole
42.45K
Shared
0.00
None
267.01K
META PLATFORMS INC
SOLEShares57.62K
TypeSH
Market value$42.53M
2.45%
Sole
6.50K
Shared
0.00
None
51.12K
CIPHER MINING INC
SOLEShares8.58M
TypeSH
Market value$41.01M
2.36%
Sole
264.79K
Shared
0.00
None
8.31M
HINGE HEALTH INC
SOLEShares756.20K
TypeSH
Market value$39.13M
2.26%
Sole
40.56K
Shared
0.00
None
715.65K
TESLA INC
SOLEShares123.10K
TypeSH
Market value$39.10M
2.26%
Sole
9.60K
Shared
0.00
None
113.50K
COINBASE GLOBAL INC
SOLEShares103.44K
TypeSH
Market value$36.26M
2.09%
Sole
2.68K
Shared
0.00
None
100.77K
MICROSTRATEGY INC
SOLEShares84.53K
TypeSH
Market value$34.17M
1.97%
Sole
0.00
Shared
0.00
None
84.53K
THE TRADE DESK INC
SOLEShares452.84K
TypeSH
Market value$32.60M
1.88%
Sole
0.00
Shared
0.00
None
452.84K
LEMONADE INC
SOLEShares740.92K
TypeSH
Market value$32.46M
1.87%
Sole
36.01K
Shared
0.00
None
704.91K
AFFIRM HLDGS INC
SOLEShares426.34K
TypeSH
Market value$29.48M
1.70%
Sole
13.04K
Shared
0.00
None
413.31K
OSCAR HEALTH INC
SOLEShares961.12K
TypeSH
Market value$20.61M
1.19%
Sole
34.53K
Shared
0.00
None
926.59K
COREWEAVE INC
SOLEShares126K
TypeSH
Market value$20.55M
1.18%
Sole
0.00
Shared
0.00
None
126K
GRINDR INC
SOLEShares903.53K
TypeSH
Market value$20.51M
1.18%
Sole
0.00
Shared
0.00
None
903.53K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IREN LIMITEDSOLE | ORDINARY SHARES | 16.33M | SH | $237.98M 13.72% | 436.98K | 0.00 | 15.90M |
SOFI TECHNOLOGIES INCSOLE | COM | 7.56M | SH | $137.73M 7.94% | 122.62K | 0.00 | 7.44M |
NVIDIA CORPSOLE | COM | 671.79K | SH | $106.14M 6.12% | 67.28K | 0.00 | 604.51K |
MICRON TECHNOLOGY INCSOLE | COM | 825.31K | SH | $101.72M 5.87% | 71.54K | 0.00 | 753.77K |
ROBINHOOD MKTS INCSOLE | COM CL A | 1.05M | SH | $98.10M 5.66% | 37.08K | 0.00 | 1.01M |
AMAZON COM INCSOLE | COM | 357.27K | SH | $78.38M 4.52% | 13.53K | 0.00 | 343.74K |
KASPI KZ JSCSOLE | SPONSORED ADS | 814.16K | SH | $69.11M 3.99% | 20K | 0.00 | 794.16K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 303.48K | SH | $68.74M 3.96% | 18.42K | 0.00 | 285.07K |
CARVANA COSOLE | CL A | 190.92K | SH | $64.33M 3.71% | 3.89K | 0.00 | 187.04K |
HIMS & HERS HEALTH INCSOLE | COM CL A | 1.27M | SH | $63.39M 3.66% | 27.54K | 0.00 | 1.24M |
HUT 8 CORPSOLE | COM | 2.92M | SH | $54.34M 3.13% | 60.22K | 0.00 | 2.86M |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 450.58K | SH | $47.16M 2.72% | 11.87K | 0.00 | 438.71K |
ADVANCED MICRO DEVICES INCSOLE | COM | 309.46K | SH | $43.91M 2.53% | 42.45K | 0.00 | 267.01K |
META PLATFORMS INCSOLE | CL A | 57.62K | SH | $42.53M 2.45% | 6.50K | 0.00 | 51.12K |
CIPHER MINING INCSOLE | COM | 8.58M | SH | $41.01M 2.36% | 264.79K | 0.00 | 8.31M |
HINGE HEALTH INCSOLE | CL A | 756.20K | SH | $39.13M 2.26% | 40.56K | 0.00 | 715.65K |
TESLA INCSOLE | COM | 123.10K | SH | $39.10M 2.26% | 9.60K | 0.00 | 113.50K |
COINBASE GLOBAL INCSOLE | COM CL A | 103.44K | SH | $36.26M 2.09% | 2.68K | 0.00 | 100.77K |
MICROSTRATEGY INCSOLE | CL A NEW | 84.53K | SH | $34.17M 1.97% | 0.00 | 0.00 | 84.53K |
THE TRADE DESK INCSOLE | COM CL A | 452.84K | SH | $32.60M 1.88% | 0.00 | 0.00 | 452.84K |
LEMONADE INCSOLE | COM | 740.92K | SH | $32.46M 1.87% | 36.01K | 0.00 | 704.91K |
AFFIRM HLDGS INCSOLE | COM CL A | 426.34K | SH | $29.48M 1.70% | 13.04K | 0.00 | 413.31K |
OSCAR HEALTH INCSOLE | CL A | 961.12K | SH | $20.61M 1.19% | 34.53K | 0.00 | 926.59K |
COREWEAVE INCSOLE | COM CL A | 126K | SH | $20.55M 1.18% | 0.00 | 0.00 | 126K |
GRINDR INCSOLE | COM | 903.53K | SH | $20.51M 1.18% | 0.00 | 0.00 | 903.53K |
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